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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan administration and compliance, with a strong focus on client satisfaction and operational efficiency. Proficient in tax reporting, compliance testing, and utilizing relevant software tools to enhance service delivery.
Highest-signal resume keywords
Retirement Plan AdministrationCompliance TestingTax ReportingClient Relationship ManagementMS Office Suite Proficiency
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 ComplianceForm 5500 PreparationQualified Domestic Relations Orders CalculationEmployer Contribution AllocationIRS Guidelines Knowledge
Soft Skills
Interpersonal SkillsInitiativeLeadership SkillsCustomer Needs AnticipationEffective Communication
Tools & Technologies
FT William SoftwareConcurSkype
Certifications & Qualifications
Qualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)
Industry Keywords
Compliance RegulationsProfessional StandardsClient RetentionOperational EfficienciesService Goals
About the role
Key responsibilities & impact- Serve as the primary contact for a specified block of business and oversee overall client satisfaction
- Perform required compliance testing and related activities
- Reconcile assets and prepare Form 5500 and all schedules
- Prepare employer contribution allocations and calculate required minimum distributions and Qualified Domestic Relations Orders
- Resolve client inquiries involving compliance, tax reporting (5500, 5330), audits, contract repricing, and IRS guidelines
- Respond to plan sponsors professionally and promptly
- Promote client retention and identify opportunities to build existing relationships through timely, quality service
- Provide value-add solutions to increase operational efficiencies
- Collaborate with internal partners to deliver timely and accurate information for inquiries and service issues
- Resolve complex situations or requests
- Attend client meetings and prepare meeting materials
- Achieve department-established service goals
- Perform additional responsibilities as assigned
Requirements
What you’ll need- High School Diploma or GED
- At least three years of professional, retirement plan administration, and compliance experience
- Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
- Bachelor's degree preferred
- Familiarity with FT William software used for 5500 and compliance preferred