Administrator II

Pentegra Services, Inc.• US,

3d•$50,000 - $60,000

About The Position

Administrator II provides support and works directly with an assigned Team to support Account Managers in retirement plan compliance work. This position requires excellent analytical abilities, attention to detail, accuracy and problem-solving ability. The position requires the ability to maintain high levels of confidentiality and the ability to work as part of a team, while independently managing accounts with minimal required supervision. Excellent communication skills and full understanding of the importance of customer service is a must. Candidate has competence in all Administrator skills.

Requirements

College degree preferred
Minimum 2 years in administration or similar role in retirement administration
Competence in all administrator functions and skills
Meeting Administrator service standards for accuracy and timing
Excellent verbal and written communication skills
Knowledge of Excel and other Microsoft applications/software
Excellent math skills
Strong analytical and problem-solving skills
Ability and willingness to provide a high level of service to clients
Ability and willingness to be a team player.
Experience with Relius required
Experience with Salesforce required
Experience with FT Williams required

Responsibilities

Requesting, tracking and monitoring year-end data from clients
Reviewing year-end data submitted & addressing issues with the information with client
Requesting missing year-end data (substantial client interaction involved)
Importing census and contribution information into compliance testing system
Running eligibility transaction into compliance testing system, interacting with clients to resolve issues
Downloading various investment information from vendor websites
Uploading financial information into compliance testing system
Allocating plan contributions; gain/loss; transfers and loan repayments
Reconciling contributions by employer with contributions deposited at vendor
Preparing Form 5500SF independently
Preparing Form 8955-SSA
Inviting client / 3(16) Administrator to electronically sign 5500
Preparing vesting uploads for various vendors and uploads to their site
Processing participant address changes, enrollment and beneficiary forms
Maintaining effective relationships with clients and advisor contacts
Ensuring deadlines are identified and met
Preparing and processing required minimum distributions (RMD)
Responding in a timely manner to participants’ phone calls and emails
Completing other tasks as assigned