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Retirement Plan Administrator

Bronfman Rothschild

in Appleton WI



Bronfman Rothschild is a financial services firm that performs wealth management, retirement plan advisory, and retirement plan consulting services.

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
      • Calculate 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
    • Assist 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 be considered
  • 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

Or by mail:

Bronfman Rothschild
2201 East Enterprise
Suite 203
Appleton, WI 54913

Visit our web site.

This ad has been viewed 785 times. It expires on 11/24/2017.

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