Specialty Sales Manager
Intuitive
Operations Specialist
Manulife
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteSalary
💰 $60,375 - $100,625 per year
Job Level
Mid-LevelSenior
About the role
- Understanding of customized plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Annual Employer contributions requirements
- Calculating complex employer matching contributions such as Annual Match, Lookback Match, and Profit-Sharing contributions utilizing pro rata, integrated and straight allocation methods
- Analyze and reconcile all reporting related to non-discrimination testing & submit to the Compliance & Government Reporting team
- Work with Compliance & Government Reporting team for any issues that may come up during their testing run
- Perform other job-related duties and special projects as assigned
Requirements
- Bachelor’s degree required
- 3-5+ years working in a financial services operation’s environment
- 1+ years working in Defined Contribution plan administration (Third Party Administrator focus preferred)
- Prior experience reading and interpreting 401k Retirement Plan Documents required
- Excellent data analysis and technology skills
- Ability to organize, prioritize, and process multiple issues simultaneously
- Demonstrated analytical / problem solving skills in the financial services industry
- Demonstrated excellence in written and verbal communication
- Time management focused adhering to deadlines and timelines
