Maxus Plan Solutions is a rapidly growing, highly regarded TPA firm
based in Charlotte, NC. We are looking for our next team member who will serve as the primary point of contact for our defined contribution clients.
We are more than just plan administrators. We’re a team and a family of
people committed to serving our clients with excellence. As a trusted partner to an increasing number of small businesses, we rely on the expertise and ethic of our people to ensure our clients and advisors are being supported. As a company our role
is to put you in the best position to succeed in this goal.
The emphasis of the job is DC Client Service:
Maxus is seeking a full-time relationship manager and administrator. The individual will primarily be responsible
to work on defined contribution plan administration as reflected in the following areas:
Serve a designated group of clients as the smiling face and expert voice on qualified retirement plan matters
Work closely with clients to
obtain necessary data
Respond to client and advisor requests in a timely manner
Manage the client’s compliance calendar
Coordinate with team members to ensure timely, accurate completion of required administration