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Job Description

_An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically_

_close to one of our locations can be considered for fully remote work if this candidate has retirement plan administration expertise._

Manage a select group of qualified and nonqualified retirement plans, which may include all aspects of plan design, overseeing day-to-day

administration, trust accounting, participant notices, plan documents and compliance testing. Continuously gain knowledge _of_ the retirement plan industry through ongoing education.

Essential Duties and Responsibilities

+ Manage a select group of retirement plans

+ Responsible for all aspects of plan design

+ Oversee day-to-day administration, annual compliance testing, Form 5500 preparation, and trust accounting

+ Drafting participant notices and plan documents

+ Client relationship management ensuring high-quality deliverables

+ Perform project tasks independently, and direct the efforts of others

+ Anticipate client needs and formulate solutions to client issues

+ Prepare and review deliverables for accuracy and quality

+ Plan and participate in client meetings

+ Participate in prospective client proposal presentations

+ Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

Skills

+ Excellent problem solving including an ability to independently research and determine strategies to solve client needs

+ Experience fostering client relationships

+ Operating standard office equipment and using required software applications, including Microsoft Office and established

+ databases

+ Providing excellent customer service

+ Critical thinking

+ Communicating effectively, both orally and in writing

+ Perform complex compliance testing, discuss plan design, prepare annual reports, and complete DOL and IRS forms

+ Prioritize, work independently and drive tasks to completion

+ Lead project teams and function with multiple tasks and deadlines concurrently

+ Handle multiple ongoing projects

+ Knowledge of the Relius recordkeeping system

+ ESOP experience, preferred

Education/Previous Experience:

• Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services.

• OR

• Any equivalent combination of education, training and/or experience approved by Human Resources.

Licenses/Certifications

QKA or QPA designation preferred