View All Jobs, Sorted by Date

Relationship Manager

Benefit Plans Plus, LLC

in Saint Louis MO / IL / Hybrid

Job description
Provide annual plan administration services and technical compliance support to employers who sponsor qualified retirement plans, within performance standards and service objectives.  Including in-depth understanding of the complexities of all facets of administering qualified retirement plans.  This position is Hybrid in St. Louis, Missouri.

The headquarters is in St. Louis, Missouri and we have employees who work remotely from Arizona, Illinois, Indiana, Kansas, Kentucky, Ohio, Tennessee, and Texas.

Experience/Skills

• 10+ years’ experience in annual administration of qualified retirement plans 
• Handle caseload of various types of qualified retirement plans
• Interpret complex plan documents and code provisions
• Hands on non-discrimination compliance testing
• Government form preparation and filing experience
• Strong working knowledge of accounting and investment principles
• Reconciliation of plan investments
• Calculate contributions for corporate and self-employed business entities
• Manage and administer Employee Benefit Audit Level clients
• Build effective and productive relationships with clients and key advisors
• Maintain on-going client relationships
• Receptive to feedback

Responsibilities

• Assist in the installation of new business as needed
• Identify and act on cross-selling opportunities
• Assist in the delivery of client consulting engagements
• Manage time budget at a high level
• Continued education through seminars, training, industry certifications

Desired Experience and Skills

• Analytical and technical, organized, and methodical
• Able to research, problem solve and use critical thinking skills
• Leadership, soft-skills and in-charge training
• Ability to work in a team environment, under pressure, meet deadlines, handle large volume of diverse work
• Proficiency with Microsoft Suite

Preferred Systems and Education

• Working knowledge of Datair Record Keeping System
• Working knowledge of FT Williams
• Working knowledge of PensionPro
• Plan design knowledge
• Bachelor's degree in Business or Financial discipline or equivalent experience
• Industry certification(s) recognized by NIPA and ASPPA

The well-being of Benefit Plans Plus employees is essential. We offer the following benefits to all full-time employees:

• Health and Wellbeing: Medical, Dental, and Vision Care, Employee Assistance Program
• Financial Benefits: Competitive pay, 401k Plan, Life and Disability Insurance, Tuition Reimbursement
• Paid Time Off: PTO & Holidays, Parental Leave, Bereavement, Self-Care Fridays from June through December.

How to Apply

Apply Now

View All Jobs, Sorted by Date

Manage This Listing (employer only)