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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 and technologies to enhance service delivery.
Highest-signal resume keywords
Retirement Plan AdministrationCompliance TestingTax ReportingClient Relationship ManagementProficient in MS Office Suite
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 AdministrationCompliance TestingTax ReportingForm 5500 PreparationMinimum Distribution CalculationQualified Domestic Relations OrdersAsset ReconciliationIRS Guidelines KnowledgeLeadership SkillsInitiative
Soft Skills
Interpersonal SkillsCustomer Needs AnticipationTeam PlayerExcellent Communication SkillsProblem-Solving
Tools & Technologies
MS Office SuiteConcurSkypeFT William Software
Certifications & Qualifications
Qualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)
Industry Keywords
ComplianceRetirement PlansIRS GuidelinesProfessional StandardsClient Satisfaction
About the role
Key responsibilities & impact- Serve as the primary contact for a specified block of business and be responsible for 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 issues involving compliance, tax reporting (Forms 5500 and 5330), audits, contract repricing, and IRS guidelines
- Respond to plan sponsors professionally and promptly
- Promote client retention and identify opportunities to build existing relationships
- Provide value-added solutions to increase operational efficiencies
- Collaborate with internal partners to deliver timely and accurate information
- Resolve complex situations or requests
- Attend client meetings and prepare meeting materials
- Achieve department 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) or 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