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Defined Benefit Administrator

Ascensus

in Telecommute / Brainerd MN

Ascensus

POSITION TITLE:  Client Relationship Manager (DB)  DEPARTMENT: Retirement

SUPERVISOR: Client Services Manager

POSITION SUMMARY

Client Relationship Manager (CRM) is responsible for accurate completion of compliance testing, government filings, and all year-end reports for client retirement plans. CRM is responsible for serving clients, financial advisors, and brokers at all levels based on the Goldleaf service model; working with team members to process requests for each client; and mentoring fellow employees. CRM will be evaluated on the ability to meet service and processing goals as defined by management.

CLIENT RELATIONSHIP MANAGER DUTIES AND RESPONSIBILITIES

  • Ensure accuracy of retirement plan administration including plan documents, compliance testing, government filings, distributions, loans, plan eligibility, and vesting
  • Ensure accuracy of data for use in managing plan load and reporting
  • Consultatively communicate with clients and financial advisors
  • Interface with financial fund families
  • Prepare Actuarial Valuations and PBGC Premium Calculations
  • Assist with plan design options
  • Develop technical skills to become a subject matter expert in specified employer services area(s)
  • Be able to execute the above responsibilities for both defined contribution and defined benefit plans
  • Communicate significant issues and exceptions to an appropriate higher level of authority within the organization in a timely manner
  • Prepare PBGC Plan Terminations
  • Project work as needed

BASIC/MINIMUM QUALIFICATIONS

  • Bachelor's degree (B.A., B.S.) in accounting or business, or equivalent business experience
  • Intermediate knowledge of MS Office Suite
  • 3-5 Years of Defined Benefit Actuarial administration experience and plan design experience in a professional environment
  • Experience with databases and data management
  • Understanding of financial markets and financial service organizations
  • Experience with reconciliation processes
  • Team player, willing to help out where needed
  • Effective communication skills
  • Attention to detail

PREFERRED QUALIFICATIONS

  • Experience with M-Files
  • Experience with Datair
  • Self-motivated, eager to learn and grow
  • Pro-active innovative thinker
  • Ability to effectively assess risk
  • Creative problem solving skills

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”). 

How to Apply


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