401(k) Plan Representative II
About The Position
The 401(k) Plan Representative II helps the Plan remain compliant by completing a broad range of tasks accurately and on time. The role supports Adopting Employers with corrections, billing, and other back-office responsibilities, contributing to Service Excellence. The representative learns the 401(k) ADP TotalSource Retirement Savings product and applies that knowledge to support future growth and success. The role involves continuing to develop 401(k) knowledge and helping train and mentor less-tenured associates. It combines client-facing work with operational tasks and requires regular collaboration with the team to support strategic initiatives.
Requirements
- 1–3 years of professional working 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 the required 401(k) knowledge may be considered alongside prior customer service experience.
Nice To Haves
- Prior 401(k) experience.
- Client-facing experience in financial services.
- Payroll experience.
- Experience with HR databases such as PeopleSoft or CSS Horizon.
Responsibilities
- Assist Adopting Employers with corrections, billing, and other back-office responsibilities.
- Complete operational tasks accurately and in a timely manner while supporting Plan compliance and Service Excellence.
- Develop knowledge of the 401(k) ADP TotalSource Retirement Savings product and apply it to support future growth and success.
- Help facilitate training and mentorship for less-tenured associates.
- Collaborate regularly with the team to align on and support strategic initiatives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
