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Director, Plan Administration

Duncan Financial Group, LLC

in Irwin PA

Duncan Financial Group, LLC

Duncan Financial Group has an immediate need for an Operations Manager in our Plan Administration Department.  Duncan Financial Group offers competitive compensation and a generous benefits package, see below for additional details on the benefits or visit website for additional information on Duncan Financial Group at

Primary Responsibilities include:

  • Quality control of plan administration services and work product
  • Maintaining and updating office procedures for effective work flow
  • Implement/update CRM and automated work flow tracking
  • Management of plan administration service teams
  • Technical Support regarding administration of plans
  • Devise strategies and formulate policies to ensure operating goals and objectives of the company are met
  • Identification, evaluation and prioritization of technology efforts and expenditures
  • Identify, track and monitor key performance metrics and recommend operational changes to improve performance
  • Manage implementation of new projects


  • At least 8-10 years' experience in administration of qualified retirement plans
  • Experience managing personnel
  • Professional credentials preferred ASPPA, NIPA, ERPA, CEBS
  • Demonstrated experience and knowledge of the legislative and regulatory environment regarding qualified retirement plans
  • Organized and dependable

At Duncan Financial Group, we believe our dedicated professionals are our greatest asset. That's why we offer a comprehensive and competitive benefits plan, designed to support our employees' health, financial stability and overall work-life balance. We offer a variety of benefits to help our employees and live secure, healthy lives, including

  • Medical, Vision, & Dental Insurance
  • Health Savings Account Contribution
  • Professional Development Bonuses
  • Flexible Work Schedule
  • Gym Membership & Service Discounts 
  • Competitive Salaries
  • 401(k) Plan & Employer Match
  • Paid Time Off
  • Voluntary Life, Disability & Accident Coverage
  • Financial Wellness & Education Program

How to Apply

Apply for this position via email to

This ad has been viewed 1152 times. It expires on 4/28/2019.

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