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 compliance testing and related work, reconciles plan assets, prepares Form 5500 and schedules, and prepares employer contribution allocations and calculations such as required minimum distributions and Qualified Domestic Relations Orders. The position responds to plan sponsors professionally and promptly, supports client retention and relationship growth, resolves complex requests, and meets department service goals. Additional responsibilities may be assigned.
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 solutions such as Concur and Skype.
- Experience performing work that requires initiative and leadership skills.
- Ability to anticipate and elicit customer needs.
- Ability to self-learn and quickly develop business and technical knowledge.
- Motivated team player with demonstrated interpersonal skills.
- Comfort working with quick turnaround times and deadlines.
- Excellent communication skills and ability to interact effectively with people at all organizational levels.
- Ability to travel as necessary.
- Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) credentials are listed in the minimum qualifications.
Nice To Haves
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- Five or more years of retirement plan administration or compliance experience.
- 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 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 manage overall client satisfaction.
- Perform required compliance testing and related tasks.
- Reconcile assets and prepare Form 5500 and all schedules.
- Prepare employer contribution allocations and calculations, including required minimum distributions and Qualified Domestic Relations Orders.
- Respond professionally and promptly to plan sponsors’ issues and questions.
- Promote client retention and identify opportunities to build existing relationships through timely, quality service.
- Resolve complex situations or requests.
- Achieve department-established service goals.
- Perform additional responsibilities as assigned.
- Review or audit others’ work for accuracy and compliance, as relevant to the role.
- Coach and teach others.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
