14 дней назад
Administrative Lead (Retirement Plans)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Administrative Lead (Retirement Plans): Coordinating administrative team workflows, maintaining retirement plan disclosures and participant account statements, and preparing required tax forms with an accent on accuracy, compliance, and cross-functional communication. Focus on training administrative staff, improving processes, resolving operational issues, and supporting retirement plan administration.
Location: Norfolk, Nebraska, United States; onsite
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus.
What you will do
- Coordinate tasks and projects within the administrative team and serve as a liaison with other departments.
- Monitor assignments, follow up on deadlines, and maintain quality standards across administrative workflows.
- Onboard and train administrative staff, communicate process changes, and promote best practices.
- Recommend process improvements that increase efficiency, accuracy, and compliance in retirement plan administration.
- Enter data, maintain plan and participant documentation, update Plan Contacts, and generate participant account statements.
- Prepare and file Forms 5500, 5558, and 8955-SSA while monitoring mail and a shared email inbox.
Requirements
- At least 4 years of experience with Retirement Plan Consultants or relevant administrative experience.
- ASPPA Retirement Plan Fundamentals (RPF) certificate.
- Experience with Microsoft Office Suite.
- Strong attention to detail, organization, time management, and problem-solving skills.
- Ability to manage multiple priorities and work independently and collaboratively in a fast-paced environment.
Nice to have
- Experience with Relius, PensionPro, and FTWilliams.
Culture & Benefits
- Training and education opportunities for professional growth and advancement.
- Emphasis on community engagement and work-life balance.
- Family-oriented work environment with ongoing employee support.
- Competitive compensation and benefits package.
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