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Senior Benefits Specialist

Resource Benefits Administrators

(Remote / Waco TX)

We are a leading third-party administration firm specializing in retirement plans, established in 1989. Our firm maintains relationships with over 400 retirement plans, offering a personalized, one-on-one approach to assisting plan administrators and sponsors. We pride ourselves on our commitment to delivering top-tier service and innovative solutions in the retirement plan industry.

Position Overview:

We are seeking an experienced and dedicated Senior Benefits Specialist to join our team. The ideal candidate will have a strong background in retirement plan administration, a deep understanding of compliance regulations, and the ability to provide exceptional client service. This role involves daily consultations with clients, quality review of compliance reports, and the leadership of a small team of professionals when needed. If you are a motivated individual with a passion for client service and the ability to thrive in a fast-paced environment, we invite you to join our team as a Senior Benefits Specialist at Resource Benefits Administrators.  Help us empower businesses to provide their employees with secure and prosperous retirements.

Key Responsibilities:

• Client Consultations: Conduct daily consultations with clients to provide expert guidance on plan administration, compliance issues, and overall retirement      plan management.
• Compliance Review: Perform quality reviews of compliance reports, ensuring accuracy and adherence to regulatory requirements.
• Software Proficiency: Utilize FTWilliam software or equivalent to manage plan documents, compliance testing, and other administrative functions.
• Team Leadership: Lead a small team of benefits professionals as needed, providing mentorship, guidance, and support to ensure high-quality service delivery.
• Collaboration: Work closely with other departments, including the plan design and consulting teams, to ensure seamless service and client satisfaction.
• Microsoft Proficiency: Utilize Microsoft software products, including Excel, Word, and Outlook, to manage client data, prepare reports, and communicate with clients and team members.
• Continuous Improvement: Stay up-to-date with industry trends, regulatory changes, and best practices to continuously improve processes and client outcomes.

Qualifications:  

• Bachelor’s degree in a related field or equivalent experience.
• Minimum of 5 years of experience in retirement plan administration or a related field.
• Strong working knowledge of FTWilliam software or equivalent.
• Proficient in Microsoft Excel, Word, and Outlook.
• Excellent communication and client service skills.
• Demonstrated ability to lead and mentor a team.
• Strong analytical and problem-solving abilities.
• Detail-oriented with a commitment to accuracy and quality.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications:

• ASPPA or other relevant certification(s) preferred.
• Experience with IRS and Department of Labor correction programs.

Benefits:

JRBT offers competitive pay and a full benefits package. Total benefits package includes medical, dental, vision, life and disability insurance as well as a 401(k) plan and Paid Time Off.

This position is onsite or remote, non-exempt

How to Apply

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