View All Jobs, Sorted by Date

Relationship Manager

MVP Plan Administrators

in Remote

We are looking for the next great team member! Are you looking for a career? Work/life Balance? We're hiring for a fully remote position! Join us as our next MVPer!

This position offers paid employee medical insurance among other great benefits. Join our team and support MVP’s mission, vision, and purpose. We are looking for a team based professional for our small firm who adheres to company policies while providing quality and proactive service. 

The Relationship Manager is a professional level position in the field of 401k administration working in a team environment. This position manages client relationships and handles the A-Z Administration in a TPA only environment involving multiple recordkeepers.  Independent judgment is required to plan, prioritize and organize within a deadline driven industry. Project assignments will vary in complexity and based on firm need. This position offers the opportunity for advancement.

Duties and Responsibilities

• Communicate directly with employers, plan participants, and advisors to maintain a high level of customer service and obtain plan information for valuations, compliance, etc.
• Receive and review census data; determine eligibility, vesting, HCE/key employee status, etc.
• Troubleshoot and analyze discrepancies and research client/advisor questions.
• Perform trust accounting for plans with multiple brokerage accounts.
• Reconcile plans on various recordkeeper platforms for year-end accounting.
• Handle payroll uploads to various recordkeepers.
• Perform compliance/discrimination testing.
• Perform contribution calculations including but not limited to employer match calculations, pro-rata/integrated/new comparability profit sharing contributions.
• Prepare Form 5500s and related schedules.
• Compile annual audit packages for large plan filers including reconciling Plan Assets to custodial/trust statements and preparing financial reports.
• Promote a positive and proactive attitude within MVP and with plan sponsors, participants, and advisors.
• Work within a designated team to handle TPA caseload as well as traditional balance forward plans.
• Fulfill tasks upon request by firm Management team.
• Adhere to company service standards.

Qualifications

• Positive attitude and client dedicated.
• Proficiency with Microsoft Office applications including Excel, Outlook and Word and other applications including Adobe, and QuickBooks.  SRT/ASC experience a plus.
• Experience with various recordkeepers such as John Hancock, American Funds, Ascensus, Empower, Voya, TransAmerica, etc.
• Ability to perform and understand trust accounting for both TPA plans as well as brokerage statements.
• Understand basic accounting principles math, formulas, balancing/reconciliations, and daily trades.
• Must have a high level of interpersonal skills and professionalism handling sensitive and confidential information.
• Ability to multitask, prioritize and manage time.
• Ability to collaborate with others and as a team.
• Strong customer service skills, both written and verbal and ability to timely and effectively communicate with plan sponsors, plan participants and financial advisors.
• Strong organizational and problem-solving skills
• Ability to be self-motivated and independent.
• Education in accounting, Finance, Math or similar area preferred plus 2+ years 401(k) plan administration experience. 
• QKA/QPA designation(s) a plus, but not required.

Working conditions

May have responsibilities outside of the working day based on firm need.  Most time is spent in an indoor, controlled temperature environment.  This is a remote office position.  General office hours are Monday-Friday, 8a-5p ET.

Physical requirements

Sedentary to light duty position (approximately 0-20 lbs.), with extended periods of time sitting.  Primarily computer-based work with multiple monitors, keyboard, and mouse.  Ability to stand, as necessary.  Occasionally required to stand, walk, reach with arms and hands, climb or balance, and stoop/kneel/crouch/crawl.  Vision abilities required by this position include close vision. Use of multiple communication methods including softphone, email, instant-messaging, and screen-sharing.  Repetitive tasks.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position. 

How to Apply

Please submit your resume via email to mvp@mvp401k.com or by going to our website under careers to submit a resume today!

Apply Now

View All Jobs, Sorted by Date

Manage This Listing (employer only)