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14 дней назад

Administrative Lead (Retirement Plans)

Формат работы
onsite
Тип работы
fulltime
Грейд
lead
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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