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Plan Administration Team Leader, Production

The Retirement Advantage, Inc. (TRA)

in Remote

Logo for The Retirement Advantage, Inc. (TRA)

Description:

The team leader is responsible for providing guidance and leadership to a team of Compliance Analysts for the purpose of achieving high quality compliance production and customer service.

Responsibilities:

  • Serve as primary contact for a team of Compliance Analysts
  • Manage activities for assigned clients within TRA compliance standards, communicating technical information effectively with internal and external clients
  • Support the change process to achieve intended organization and cultural outcomes
  • Recommend and implement procedure/process improvements to increase production and quality of work
  • Assist with the development of training for staff members including the coordination of the training schedule and relaying training needs to the Plan Administration Manager, Production
  • Provide input to Plan Administration Manager, Production on performance appraisals for a team of Compliance Analysts
  • Prepare production reports and present information to Plan Administration Manager, Production on a timely basis
  • Leading and/or supporting key projects that seek to enhance existing service and operational models within TRA
  • Maintain awareness of the laws, regulations, internal policies and procedures appropriate for this position
  • Outstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touch
  • Perform other job related duties and special projects as assigned

Qualifications:

  • Bachelors Degree (or equivalent experience)
  • 5+ years of defined contribution plan administration experience
  • Strong communication skills, both written and verbal
  • Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings
  • Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment
  • ASPPA QKA or ERPA designation, or approved equivalent, required

How to Apply

Apply Now


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