About The Position

The 401(k) Plan Representative II helps the Plan stay compliant while completing a broad range of tasks accurately and on time. The role supports Adopting Employers with corrections, billing, and other back-office responsibilities and contributes to Service Excellence. The representative learns the ADP TotalSource Retirement Savings 401(k) product and applies that knowledge to support future growth and success. The role also involves continuing to build 401(k) knowledge and helping train and mentor less-tenured associates. It is a blended client-facing and operational role in an environment of regular collaboration to support team strategic initiatives.

Requirements

  • 1–3 years of professional work experience.
  • PC literacy.
  • Ability to work collaboratively and enlist cooperation from others.
  • Ability to prioritize and manage multiple activities within service standards.
  • Basic knowledge of ERISA.
  • Willingness to learn and develop required 401(k) knowledge; prior customer service experience may be considered.

Nice To Haves

  • Prior 401(k) experience.
  • Client-facing experience in financial services.
  • Payroll experience.
  • Experience with HR databases, including PeopleSoft or CSS Horizon.

Responsibilities

  • Help the Plan stay compliant by executing a broad range of tasks accurately and on time.
  • Assist Adopting Employers with corrections, billing, and other back-office responsibilities.
  • Learn the ADP TotalSource Retirement Savings 401(k) product and apply that knowledge to support growth and success.
  • Continue building 401(k) knowledge.
  • Help facilitate training and mentorship for less-tenured associates.
  • Perform client-facing work and operational tasks.
  • Collaborate regularly with the team to support strategic initiatives.
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