Boulay

Administration

• We are currently seeking a talented and enthusiastic individual to join our Retirement Plan Administration team. The Retirement Plan Administration Associate is responsible for managing all aspects of compliance systems data maintenance to support transaction processing, compliance testing, and reporting. Tasks are conducted under limited direct supervision but under the review of department leaders. This position may also involve working cross-departmentally with other Boulay Departments to effectively accomplish projects and tasks
• As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement.
• Responsibilities:
• Plan Administration Support
• Analyze plan documents to determine terms, responsibilities, and duties associated with service provided for the plan
• Ensure system specifications reflect written plan documents
• Manage benefit plan records and information for clients
• Analyze and process census information
• Reconcile and update participant data
• Review selected incoming distribution documentation paperwork for completeness and accuracy
• Assist in calculating and processing transactions, distributions, and loan requests
• Manage trust statements and perform trust accounting
• Prepare Forms 5500 and compile reports
• Assist in the evaluation of takeover plans and coordinate related transition of data
• Assist with managing deadlines, correspondence, data collection, and retirement plan compliance for clients
• Remain actively involved in departmental development of processes and procedures.
• Compliance System Data Management
• Serve as a centralized data management resource for all our internal and external contacts
• Maintain contact management systems data, plan sponsor and participant web access
• Manage data links with partner financial institutions

Retirement Plan Administration Associate

Client Services Representative

• Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients.
• Prepare documents for client meetings.
• Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members.
• Execute set-up and transfer of funds for new investment accounts.
• Assist with client account administration functions.
• Responsible for accurately handling all aspects of client account opening and maintenance.
• Work directly with custodians to resolve client account issues.
• Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work.

Retirement Plan Administration Associate

Client Service Associate