Retirement Plan Administrator
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Retirement Plan Administrator (Finance): Providing client service and administrative support for defined contribution retirement plans with an accent on payroll file resolution and trust accounting reconciliation. Focus on managing high-volume inbound calls, performing complex plan testing, and ensuring strict compliance with regulatory standards.
Location: Must be based in the USA and available to work 8am–5pm Eastern Time.
Salary: $20.50 – $23/HR
Company
is a professional staffing and solutions firm providing workforce management and administrative support services.
What you will do
- Handle inbound payroll calls and resolve complex file complications or service issues.
- Process plan transactions including contributions, loans, withdrawals, and earnings allocations.
- Perform and analyze discrimination testing and plan design assessments.
- Reconcile trust accounting and recordkeeping systems through daily balancing and adjustment analysis.
- Coordinate omnibus fund purchases and sales with third-party providers.
- Produce and format client reports, including valuation statements and tax compliance forms.
Requirements
- Must be based in the USA and able to work 8am–5pm Eastern Time.
- Call center or phone-based customer service experience.
- Basic accounting knowledge.
- Strong analytical and problem-solving abilities with high attention to detail.
- Excellent interpersonal, written, and oral communication skills.
- Ability to manage high-pressure environments and call volumes effectively.
Nice to have
- Experience with retirement or defined contribution plans.
- Background in providing administrative support to complex plan clients.
Culture & Benefits
- Opportunity for contract-to-hire conversion to a full-time position.
- Collaborative and team-oriented remote work environment.
- Structured role with clear performance expectations and call volume management.
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