Retirement Plan Administrator
in Appleton WI
Bronfman Rothschild is a financial services firm that performs wealth management, retirement plan advisory, and retirement plan consulting
The company has approximately $5.3 billion in assets under advisement, and approximately 85 employees across 10 offices in the Midwest and on the East coast.
- Efficiently deliver quality
service and products to clients
- Administer qualified plan:
- Process participant distributions and loans
- Reconcile trust accounts and contributions
- Perform nondiscrimination and other compliance testing
and allocate contribution
- File appropriate government forms: Form 5500, Form 8955-SSA, Form 5330, Form 1099-R, etc.
- Develop effective working relationships with clients and maintain client communications
with drafting of prototype plan documents that meet requirements of plan sponsor
- Communicate interactively with team, office members and other support staff
- Recognize opportunities for new business development and serve as a
resource in pursuit of that business
- Develop professionally through active participation in relevant community and professional organizations and pursue technical expertise in areas of interest for professional specialization
- Stay current
in firm and office operations
- Comply with the continuing education requirements relevant to professional designation(s)
- Bachelor’s Degree in Business, experience in lieu of degree will
- Minimum one (1) to five (5) years relevant work experience in the field of retirement plan administration preferred
- Strong verbal and written communication skills
- Microsoft Office skills required, experience with
FIS Relius Administration software a plus
- Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy and confidentiality
- Salary, bonus potential, plus standard benefits package including health care and 401(k).
How to Apply
Please send resume and cover letter to Lona Ebert at firstname.lastname@example.org
Or by mail:
Appleton, WI 54913
Visit our web site.
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It expires on 11/24/2017.
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