Administrator – In Training
PACS
Retirement Plan Acct Administrator - PA2025PLANADMIN-R-005
SS&C Technologies
full-time
Posted on:
Location: Florida, Missouri, South Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $90,000 per year
Job Level
JuniorMid-Level
About the role
- The Retirement Solutions Group is looking for a dedicated and experienced Retirement Plan Account (Administrator) Manager to join our rapidly growing team.
- The role is to manage and service retirement plan accounts, ensure client satisfaction, and comply with regulatory requirements.
- Build strong rapport with plan sponsors and brokers with complex and sensitive plan issues.
- Requires strong analytical skills, excellent communication abilities, and a deep understanding of retirement plan products and services.
- Duties include responding to plan sponsors’ requests for information, determining feasibility, and submitting requests to individual specialists for action.
- Interface with management and internal support groups to research issues and coordinate responses to plan sponsors.
- This includes conducting trend analysis of issues, response times, and other valuable statistics.
- Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction.
- Assist in the collection, review and preparation of client information used for compliance testing and filings.
- Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries.
Requirements
- Bachelor''s degree and 2 years of work-related experience, or a Master’s degree and 1 year of work-related experience, or 4 years equivalent work-related experience
- 3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required
- Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint
- Advanced knowledge of ERISA, DOL, IRS regulatory issues highly desired
- Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents
