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Posted: 10/21/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan administration, including defined contribution plans and pension types, while effectively managing client relationships and delivering insights. Strong analytical and communication skills are essential for translating data into actionable client-facing presentations.
Highest-signal resume keywords
Retirement Plan AdministrationDefined Contribution PlansQKA CertificationExcel ExpertiseAnalytical Thinking
About the role
Key responsibilities & impact- Build and maintain strong client relationships and deliver excellent customer service
- Manage administration for group client retirement plans and ensure timely, accurate sponsor requests
- Research and deliver plan-related insights and operational updates to group clients
- Manage a diverse portfolio of retirement plans, including controlled groups and customized plan documents
- Coordinate client requests, oversee problem resolution, implement retirement plan changes, and communicate updates
- Monitor transaction volumes, call volumes, NPS, service level guarantees, and fee administration
- Share operational insights with plan sponsors
- Collaborate with relationship managers on sales and retention efforts, business planning, plan reviews, RFPs, finalist presentations, and client meetings
- Partner with operations teams to achieve common objectives
- Conduct operational reviews focused on performance, improvement opportunities, and service enhancements
- Ensure compliance with regulations and industry best practices
Requirements
What you’ll need- Bachelor’s degree or equivalent relevant experience
- 4+ years of retirement plan administration experience
- Understanding of defined contribution plans and pension plan types
- QKA, QKS, or QKC preferred
- Strong analytical thinking and problem-solving ability
- Excellent verbal and written communication skills
- Strong presentation skills
- Ability to review data dashboards and reports, identify trends, and translate them into meaningful client insights
- Excel expertise
- Ability to present data in a client-facing manner
- Ability to build relationships with confidence and create dependability and trust
- Executive presence in client meetings
- Ability to independently prioritize multiple deliverables in a fast-paced, dynamic environment
Benefits
Comp & perks- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- 401(k) Plan with dollar-for-dollar Company matching contribution of up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay to the 401(k) Plan
- Immediate vesting of Company contributions
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 Paid Time Off (PTO) days
- Hybrid working policy with office and remote work
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan AdministrationDefined Contribution PlansPension Plan TypesData AnalysisOperational ReviewsProblem ResolutionClient InsightsService EnhancementsCompliance MonitoringPortfolio Management
Soft Skills
Excellent Communication SkillsStrong Presentation SkillsRelationship BuildingProblem-Solving AbilityExecutive Presence
Tools & Technologies
Data DashboardsReportsClient Management Systems
Certifications & Qualifications
QKAQKSQKC
Industry Keywords
Client RelationshipsCustomer ServiceOperational InsightsService Level GuaranteesFee Administration