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Retirement Plan Administration

The Benefit Advantage

in Telecommute

Details:  The Benefit Advantage, Inc. (TBA), is an aggressively growing boutique firm located in Auburn Hills, MI.  TBA offers a positive work environment that focuses on creating successful outcomes for our staff and our clients.

Responsibilities may include but are not limited to:

• Assist Administrators with data entry, testing, year-end worksheets, distribution and loan approval, asset/trust reconciliation for qualified retirement plans.
• Provide backup to administrators for plan sponsor telephone calls, emails and other requests.
• Provide a high level of client service with timely responses to internal and external inquiries.
• Monitor and follow-up on assigned items
• Keep managers and administrators informed of sensitive client issues and special client projects.
• Provide backup to consultants and other analysts.
• Foster a positive work environment and support co-workers in achievement of individual and company goals.

Qualifications:

• Retirement plan administration experience preferred
• Excellent Microsoft Excel and Word skills
• Excellent analytical and decision-making skills
• Independently manage workload and prioritization of duties
• Meeting internal and external deadlines
• Superior communications skills, both oral and written 
• Understanding of ERISA compliance requirements preferred 
• Commitment to excellence in providing a positive client experience
• ASPPA designation is a plus but not required at time of application 

Benefits:

• Health Insurance
• Life Insurance
• 401(k) & Cash Balance Plan
• Personal/Vacation and Flex Time
• Competitive Compensation based on level of experience

How to Apply

Email a copy of your resume to cpauli@tba401k.com 

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