Service Manager Jobs

About The Position

Requirements

• Bachelor’s degree required.
• 5-7+ years working in a financial services operation’s environment.
• 5+ years working in Defined Contribution plan administration (Third Party Administrator focus preferred).
• Prior experience reading and interpreting 401k Retirement Plan Documents required.
• Excellent data analysis and technology skills.
• Ability to organize, prioritize, and process multiple issues simultaneously.
• Demonstrated analytical / problem solving skills in the financial services industry.
• Demonstrated excellence in written and verbal communication.
• Time management focused adhering to deadlines and timelines.

Nice To Haves

• Experience using ASC testing software (highly preferred)
• ASPAA Certificate preferred.

Responsibilities

• Understanding of customized plan documents and amendments to ensure that reports are properly generated according to Eligibility, Compensation, and Annual Employer contributions requirements.
• Calculating complex employer matching contributions such as Annual Match, Lookback Match, and Profit-Sharing contributions utilizing pro rata, integrated and straight allocation methods.
• Analyze and reconcile all reporting related to non-discrimination testing & submit to the Compliance & Government Reporting team.
• Work with Compliance & Government Reporting team for any issues that may come up during their testing run.
• Perform other job-related duties and special projects as assigned.

Benefits

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.
• opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• health insurance
• dental insurance
• mental health insurance
• vision insurance
• short- and long-term disability insurance coverage
• life and AD&D insurance coverage
• adoption/surrogacy benefits
• wellness benefits
• employee/family assistance plans
• various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• generous paid time off program in the U.S. includes up to 11 paid holidays
• 3 personal days
• 150 hours of vacation
• 40 hours of sick time (or more where required by law) each year
• full range of statutory leaves of absence