Senior Administrator
Transition Strategies, LLC
full-time
Posted on:
Location Type: Remote
Location: Minnesota • United States
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Job Level
About the role
- Manage all aspects of administration for an assigned block of plans
- Consult with plan sponsors and advisors regarding plan related matters
- Ability to read and interpret plan documents
- Calculate employer contributions (including cross-tested contributions)
- Perform all annual compliance testing
- Calculate and process refunds (including 415 refunds)
- Complete Form 5500, Form 5500-SFs, and Form 5330
- Assist clients with the correction of operational issues
Requirements
- Bachelor's degree preferred
- 5+ years of A-Z administration is required
- Experience working “unbundled” with national daily recordkeeping platforms is required
- Experience with ASC, Relius, Datair, or FT Williams is required
- Experience with Pension Pro is a plus
- ESOP/KSOP knowledge is required
- Experience using Microsoft Word, Excel, Outlook
- Excellent oral and written communication skills
- Self-starter, detail-oriented, motivated
- Excellent organization, prioritization, and problem-solving skills
- QKA professional designation is desired or willingness to obtain
Benefits
- medical, dental, vision, life, disability insurance
- FSA, HSA with company contribution
- 401(k) with company match
- parental leave
- paid time off
- education/association dues assistance
- quarterly virtual Happy Hours
- Monthly Birthday Celebrations
- Annual Social gatherings
- opportunities to shine by joining committees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
administrationcompliance testingcalculation of employer contributionsForm 5500Form 5500-SFForm 5330operational issue correctioncross-tested contributionsrefund processingA-Z administration
Soft Skills
communication skillsdetail-orientedmotivatedorganization skillsprioritization skillsproblem-solving skillsself-starter
Certifications
Bachelor's degreeQKA professional designation