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Assistant Plan Administrator

Mid-Atlantic Pension Specialists, Inc.

in Allentown PA

Mid-Atlantic Pension Specialists, Inc. (MAPS) is a third party administration firm located in Allentown, PA.  MAPS offers competitive salary based on experience, paid vacation time, sponsors employee continuing education and professional development, and retirement plan benefits.  MAPS is currently seeking a candidate for an Assistant Pension Administrator.  This is a full time salaried position. 

The Assistant Pension Administrator operates in support of our Pension Administrators and will be asked to perform a wide range of tasks associated with helping Retirement Plan sponsors and participants access their accounts for daily transactions. The timely and accurate completion of these transactions is crucial to our business and the success of qualified retirement plans.

If you have the desire to solve problems dynamically, have excellent communication skills, are team oriented, detail focused, and have the ability to multi-task and be extremely organized while still able to provide excellent customer service to both internal and external clients, you will love this fast paced role with our team. The right applicant will be a hardworking, resilient, self-motivated/self-starter, who has the ability to get things done and deliver results for our team and have meaningful interactions with our clients.

Over time we will teach and expect you to be a resource to our team, clients and centers of influence while providing the level of customer service our clients have come to expect.

Working at MAPS, we will teach you to review and process defined contribution enrollments, loan and distribution paperwork as well as understand Qualified Retirement Plan documents.  After six months you will also begin working with our advisor partners for the onboarding of new plans.  In addition candidate will be expected to complete ASPPA training and work toward industry designations such as the QKA and over time evolve into a Plan Administrator role. 

Introductory responsibilities include, but are never limited to:

  • Managing organizing emails, phone calls and follow up lists
  • Skilled use of Microsoft Suite of programs (Excel critical)
  • Responsible for protecting, securing, and properly handling confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information
  • Send loan and withdrawal packages to clients on a timely basis to meet customer expectations and service standards
  • Answer enrollment, loan and withdrawal questions from clients, participants and staff in a helpful, friendly, knowledgeable and proactive manner
  • Ensure accuracy and completeness of the daily transaction tracking logs
  • Provide support to phone lines
  • Assist clients to navigate provider websites to download forms
  • Respond to clients and service providers
  • Understand pension plan documents to determine individual plan specifications
  • Review and calculate vesting information for participant distributions and loan requests
  • Perform quality review of loan and withdrawal packages before sending to clients
  • Participate in and assist with implementing improvements to the daily transaction processes
  • Provide back up to other teams, as requested
  • Other duties as assigned

Selected candidate will be required to be background checked and finger printed per industry regulations. 

How to Apply

To apply please email resume to jim@mapsinc.net


This ad has been viewed 880 times. It expires on 8/13/2018.

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