Primary Duties
Position Summary
- Serve as Administrative Specialist for assigned plan group of clients, handling all cross-department communications, workflow and review all paperwork as needed
- Assist with cross-department client guidelines to ensure the plan is meeting all retirement plan qualifications and make recommendations for changes when needed
- Train on various new hire orientation trainings
- Complete the following administrative tasks (inclusive of but not limited to) for assigned clients, meeting daily deadlines through accurate and efficient data entry, filing/scanning, creating/generating, maintaining/updating, uploading/maintenance of website, mailing, and/or saving in electronic filing system:
- Quarterly statements
- Advisor logos and contact information
- Quarterly Performance data/FMMR/Model Returns
- Fiduciary Audit File Binders
- Lost participant searches
- Service and custodial agreements
- Closing of the House documents
- Annual Fee Disclosures
- Account reports, notice, forms, and other documents
- RK Only client setup in Engagement
- Bi-monthly reconciliation of Relius plan balances to website balances
- Daily monitoring of fund update emails in recordkeeper inbox
- Monitor work tray and tasks in PensionPro continuously and complete all tasks
- Daily collection and distribution of incoming/outgoing mail
- Communicate timely and efficiently using various channels
- Serve as team’s back-up for cross coverage to meet department deadlines
- Assist management
- Special projects
Hours worked:
The following are guidelines of typical hours needed to complete the work during the year. The hours needed may vary depending on workload.
- Primary hours will be normal trading business hours (7:30-4:30) working 40 hours per week.
- During certain seasons some overtime may be necessary, ranging from approximately 41-50 hours when approved by management.
Benefits
What We Offer You
At Retirement Plan Consultants, an Integrity Company, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:
· Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
· Competitive Compensation
· Multiple health insurance plans to choose from
· Integrity-paid HSA contributions for eligible health plans
· Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
· Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
· Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
Opportunity for growth
How to Apply
Apply today with this link to our website!
https://retirementplanconsultants.bamboohr.com/careers/67