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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 relationship management. Proficient in compliance testing, Form 5500 preparation, and asset reconciliation, while effectively utilizing technology and communication skills.
Highest-signal resume keywords
Retirement Plan AdministrationCompliance TestingForm 5500 PreparationClient Relationship ManagementExpert Knowledge of ERISA Regulations
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 TestingForm 5500 PreparationAsset ReconciliationEmployer Contribution AllocationsQualified Domestic Relations OrdersMinimum DistributionsAdvanced Microsoft ExcelProficient MS Office SuiteRetirement Plan Administration Systems
Soft Skills
Excellent Communication SkillsLeadership SkillsInitiativeCustomer Needs AnticipationCoaching and Teaching
Tools & Technologies
MS Office SuiteConcurSkypeFT William Software
Certifications & Qualifications
Qualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)
Industry Keywords
ERISAIRS RegulationsDOL RegulationsRetirement Plan ComplianceProfessional Standards
About the role
Key responsibilities & impact- Serve as the primary contact for a specified block of business and own 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 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
- Preferred: Bachelor’s degree in Accounting, Finance, Business, or related field
- Preferred: Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
- Preferred: Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
- Preferred: Experience reviewing or auditing the work of others for accuracy and compliance
- Preferred: Familiarity with FT William software used for 5500 and compliance
- Preferred: Proficiency with retirement plan administration systems and Microsoft Excel
- Preferred: QKA, QPA ASPPA credentials, or progress toward certification