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Retirement Plan Administrator

Christian Financial Services Firm

in FL

Reports to President and COO

Job summary
A twenty-three year-old investment firm in the Orlando area, which is highly respected in the Christian Financial Services arena, is seeking an in-house TPA for the administration of defined contribution plans. This is a ground level opportunity. The selected TPA will be responsible for all aspects of establishing this new department.

Summary of essential job functions

  • Training and supervising a small staff
  • Trust reconciliation
  • IRS form preparation (i.e., 5500, 5300, sch SB / MB, PBGC filings, etc.)
  • Compliance testing
  • Consulting and plan design

Minimum requirements

  • Bachelor's degree in Business Administration and 5+ years of Defined Contribution full spectrum plan administration experience
  • Project management and analytical skills
  • Strong working knowledge of ERISA and IRC regulations
  • Excellent communication and organizational skills
  • Self starter

We are an investment firm that seeks to serve the needs of our investors with integrity and excellence. We believe that you can combine investment goals with moral convictions.

How to Apply

If you have these same convictions and meet the qualifications above, please email your resume to: artally@timothypartners.com


This ad has been viewed 774 times. It expires on 12/30/2017.

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