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Retirement Plan Administrator

Osborne & Associates

in CA / Telecommute

Retirement Plan Administrator – Remote Opportunity

Company:  Osborne & Associates Inc. is recognized as a leading third-party administrator group specializing in pension plan design and administration. We have a rich history in the Central Valley dating back to 1978, when the first Osborne retirement institution was created. Since then, we have upheld the core values established nearly 40 years ago. Primarily by sticking to our philosophy of providing clients with trained, dedicated professionals who are motivated and committed to exceptional service and performance. We achieve continued success as a result of our reputation for providing top-notch, highly efficient customer service and exceeding client expectations. We are committed to excellence in our workplace and relationships with our stakeholders by maintaining industry expertise through quality training and education; mutual respect, teamwork and cooperation; follow-through; and a positive attitude. If you are a high energy, self-driven individual looking for a career home in a dynamic, fast moving organization; we should talk!

Job Description: Osborne & Associates Inc. is seeking an experienced Retirement Plan Administrator. The successful candidate will be responsible for maintaining solid customer relationships and performing all day to day work that is required for retirement plan administration. The ideal candidate will, have pension / retirement plan administration experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem solving skills. 

The candidate must:

  • Manage all aspects of client administration for 75-100 assigned accounts
  • Manage client relationships, answering client calls and corresponding regarding retirement plan administration
  • Complete annual trust accounting and plan valuations including Form 5500 and all required schedules
  • Perform top heavy, 401(k), 401(m), 410(b), and 415 tests
  • Calculate employer contributions, determine participant eligibility and allocate earnings and contributions, and review all plan distributions
  • Resolve any plan, transaction, and/or distribution issues by clarifying, determining the root cause, selecting and explaining the best solution, and expediting correction or adjustment; following up to ensure resolution
  • Display a positive, helpful attitude to help create a friendly environment for clients and co-workers

Requirements:  The candidate will:

  • Have 5 or more years’ retirement plan administration experience
  • Hold a Bachelor’s Degree or comparable professional work experience
  • Possess strong financial acumen and the ability to put accounting principles into practice
  • Demonstrate strong customer focus and an excellent phone manner
  • Have the ability to solve complex problems without direct supervision
  • Have strong attention to detail, organization, multi- tasking, and follow up skills
  • Demonstrate superior interpersonal, written and verbal communication skills
  • Thrive in a team environment and be a positive team player
  • Be industry education focused with a passion for continuous learning
  • Have technology and computer proficiency in Microsoft Office and Datair software, PensionPro experience preferred
  • NIPA or ASPPA designation strongly preferred

No calls to Osborne & Associates, please.

How to Apply

Email resume to: julie@affinityhrgroup.com 


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