Team Leader of Retirement Plan Administration
About The Position
At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Supervisor, Retirement Plan Consultant to our growing team. This is a hybrid role in our Dallas, TX office.
Requirements
- At least 6 years of Defined Contribution Plan Administration experience.
- At least 3 years of People Manager experience.
- Strong organizational skills, able to work independently in a fast-paced environment to meet deadlines while maintaining attention to detail.
- Strong problem-solving skills in order to ensure the client experience is smooth throughout the entire annual compliance cycle.
- Help evaluate and improve operational procedures.
Responsibilities
- Train New Hires on procedures and software as needed.
- Mentoring team members to promote career growth.
- Responsible for tracking the workflow for team members.
- First point of escalation for team members regarding compliance issues or complaints
- Monthly One on One meetings with team members.
- Maintain a smaller caseload of assigned plans for administration and compliance work.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
