Featured Jobs
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Retirement Plan Administrator - Plan Terminations Compass
|
|
DWC - The 401(k) Experts
|
|
Daybright Financial
|
|
Senior Internal Sales Consultant EPIC RPS
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Conversion & Installation Manager ERISA Services, Inc.
|
|
TPA Retirement Plan Relationship Manager ERISA Services Inc.
|
|
BPAS
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
Account Manager (Retirement Plan Administrator)
CBIZ, Inc
(Remote / Saint Petersburg FL)
Essential Functions and Primary Duties
- Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepares Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Provide value-add solutions to increase operational efficiencies
- Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
- Resolve complex situations or requests
- Attend client meetings and prepare materials for meetings
- Achieve service goals established by department
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
- Familiarity with FT William software used for 5500 and compliance
Minimum Qualifications
- High School Diploma or GED
- At least three years of professional, retirement plan administration, and compliance experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary
How to Apply
To apply, please submit an application to the job link below and email your resume to livi.damiano@cbiz.com and I will review and be in touch!
A Verified Employer
CBIZ, Inc has trusted BenefitsLink to help reach qualified candidates for this opening.