Senior Account Manager | Retirement Plan Administrator
About The Position
The Senior Account Manager is the primary contact for an assigned block of retirement plan business and is responsible for overall client satisfaction. The role performs retirement plan compliance and administration work, including compliance testing, asset reconciliation, Form 5500 preparation, employer contribution allocations, required minimum distribution calculations, and Qualified Domestic Relations Order calculations. It also responds to plan sponsors, resolves complex requests, supports client retention and relationship development, and meets department service goals.
Requirements
- High school diploma or GED.
- At least five years of professional retirement plan administration and compliance experience.
- Advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures.
- Expert knowledge of pertinent laws, regulations, and professional standards.
- Expert use of applicable technology.
- Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, and enterprise communication and travel tools such as Concur and Skype.
- Experience performing work requiring initiative and leadership skills.
- Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) credentials.
- Ability to anticipate and elicit customer needs.
- Ability to learn independently and develop business and technical knowledge quickly.
- Motivated team player with demonstrated interpersonal skills.
- Comfort working with quick turnaround times and deadlines.
- Excellent communication skills and ability to interact effectively with individuals at all levels of the organization.
- Ability to travel as necessary.
Nice To Haves
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation.
- Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration.
- Experience reviewing or auditing others’ work for accuracy and compliance.
- Familiarity with FT William software used for Form 5500 and compliance.
- Proficiency with retirement plan administration systems and Microsoft Excel.
- QKA or QPA ASPPA credentials, or progress toward certification.
Responsibilities
- Serve as the primary contact for an assigned block of business and oversee client satisfaction.
- Perform required compliance testing and related work.
- Reconcile plan assets and prepare Form 5500 and all related schedules.
- Prepare employer contribution allocations and calculations, including required minimum distributions and Qualified Domestic Relations Orders.
- Respond professionally and promptly to plan sponsor questions and issues.
- Promote client retention and identify opportunities to strengthen existing relationships through timely, high-quality service.
- Resolve complex situations or requests.
- Achieve department-established service goals.
- Coach and teach others.
- Travel as necessary.
- Perform additional responsibilities as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
