Senior Account Manager | Retirement Plan Administrator
About The Position
The Senior Account Manager will be the primary contact for a specified block of business, responsible for overall client satisfaction. This role involves performing compliance testing, reconciling assets, preparing Form 5500 and related schedules, and calculating employer contributions, required minimum distributions, and Qualified Domestic Relations Orders. The position requires responding to plan sponsors professionally and timely, promoting client retention, identifying opportunities to build relationships, and resolving complex situations. The Senior Account Manager will also be responsible for achieving department-established service goals.
Requirements
- High School Diploma or GED
- At least five years of professional, retirement plan administration, and compliance experience
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations, and professional standards
- Expert use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
Nice To Haves
- Bachelor’s degree in Accounting, Finance, Business, or related field
- 5+ 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 the work of others for accuracy and compliance
- Familiarity with FT William software used for 5500 and compliance
- Proficiency with retirement plan administration systems and Microsoft Excel
- QKA, QPA ASPPA credentials, or progress toward certification
Responsibilities
- Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepare Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Resolve complex situations or requests
- Achieve service goals established by department
- Additional responsibilities as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
