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Retirement Plan Administrator III

Fulton Bank

in Lancaster PA

The Retirement Plan Administrator is responsible for a complex book of business including plans with specialized processes and structures, monitoring retirement plan transactions and performing record keeping duties necessary to comply with regulatory reporting requirements. In addition to daily recordkeeping duties, tenured Administrators will be expected to help lead departmental initiatives, provide training and guidance to less tenured peers, and assist management with high priority internal and external events.

Responsibilities

  • Attend continuing education courses and seminars that focus on Compliance and Retirement Plan administration. Complete all assigned internal training courses by designated completion dates. Identify compliance issues related to assigned book of business elevate to the appropriate level of management. Ensure timely completion of annual testing. Complete and timely filing of all forms. Evaluate and respond to client and auditor requests within Fulton Financial Corporation and Fulton Financial Advisors policies and procedures, service standards and regulatory guidelines.
  • Accountable for the timely and accurate delivery of administrative service to assigned clients. The position is responsible for coordinating all recordkeeping functions necessary to the delivery of administrative services to clients. Manage day to day operations for assigned clients. Respond to client, auditor, and Relationship Manager inquiries, research client issues, resolve service issues and errors and demonstrate proactive, solution based approach to client service. Coordinate and execute key client events. Processes conversions, reconversions, and plan terminations. Proactively manage account by setting appropriate expectations. Plan Enhancements and administrative changes. Processes complex transactions, such as fund swaps. Perform duties within established key performance indicators.
  • Responsible for resolving client issues with internal departments. Effective team player willing to collaborate to achieve results. Present oral and written information in a clear, concise and organized manner. Maintain client files according to department and compliance standards, maintain logs to reflect current client information and data. Document and write follow up information summarizing sensitive client issues. Document plan issues and events in shared databases and tracking systems.

Education

  • Bachelor's Degree or the equivalent experience. (Required)
  • Experience
  • 5 or more years full service retirement plans. (Required)
  • 5 or more years proven communicating to groups and one to one written and oral. (Preferred)


PI133916318

How to Apply

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