FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- Serve as the primary contact for a specified block of business and manage overall client satisfaction
- Perform required compliance testing and related activities
- Reconcile assets and prepare Form 5500 and all schedules
- Prepare employer contribution allocations, required minimum distributions, and Qualified Domestic Relations Orders
- Respond to plan sponsors professionally and promptly regarding issues and questions
- Promote client retention and identify opportunities to build existing relationships through timely, quality service
- Resolve complex situations or requests
- Achieve department-established service goals
- Perform additional responsibilities as assigned
Requirements
What you’ll need- High School Diploma or GED
- At least five years of professional, retirement plan administration, and compliance experience
- Advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations, and professional standards
- Expert 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
- Experience in coaching and teaching others
- 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
- 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 in Accounting, Finance, Business, or related field (preferred)
- Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
- Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
- Experience reviewing or auditing the work of others for accuracy and compliance
- Familiarity with FT William software used for 5500 and compliance
- Proficiency with retirement plan administration systems and Microsoft Excel
- QKA, QPA ASPPA credentials, or progress toward certification (preferred)