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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 utilizing advanced technology and MS Office Suite effectively.
Highest-signal resume keywords
Retirement Plan AdministrationCompliance TestingForm 5500 PreparationQualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Compliance ExperienceAsset ReconciliationEmployer Contribution AllocationsMinimum DistributionsQualified Domestic Relations OrdersAdvanced Knowledge of RegulationsExpert Use of TechnologyProficiency in Microsoft ExcelProficiency in MS Office SuiteFamiliarity with FT William Software
Soft Skills
Client SatisfactionLeadership SkillsCoaching and TeachingProblem ResolutionInitiative
Tools & Technologies
MS Office SuiteConcurSkype
Certifications & Qualifications
Qualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)
Industry Keywords
ERISAIRS RegulationsDOL RegulationsRetirement Plan ComplianceClient Retention
About the role
Key responsibilities & impact- Serve as the primary contact for an assigned 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, required minimum distributions, and Qualified Domestic Relations Orders
- Respond professionally and promptly to plan sponsor issues and questions
- Promote client retention and identify opportunities to build existing relationships through timely, quality service
- Resolve complex situations and 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), Concur, and Skype
- Experience performing work requiring initiative and leadership skills
- Experience coaching and teaching others
- Qualified Pension Administrator (QPA) and Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and quickly develop business and technical knowledge
- Comfortable working with quick turnaround times and deadlines
- 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
- Preferred: Experience reviewing or auditing others’ work
- Preferred: Familiarity with FT William software
- Preferred: Proficiency with retirement plan administration systems and Microsoft Excel
- Preferred: QKA, QPA ASPPA credentials, or progress toward certification