Administrator II

Responsibilities

• Requesting, tracking and monitoring year-end data from clients
• Reviewing year-end data submitted & addressing issues with the information with client
• Requesting missing year-end data (substantial client interaction involved)
• Importing census and contribution information into compliance testing system
• Running eligibility transaction into compliance testing system, interacting with clients to resolve issues
• Downloading various investment information from vendor websites
• Uploading financial information into compliance testing system
• Allocating plan contributions; gain/loss; transfers and loan repayments
• Reconciling contributions by employer with contributions deposited at vendor
• Preparing Form 5500SF independently
• Preparing Form 8955-SSA
• Inviting client / 3(16) Administrator to electronically sign 5500
• Preparing vesting uploads for various vendors and uploads to their site
• Processing participant address changes, enrollment and beneficiary forms
• Maintaining effective relationships with clients and advisor contacts
• Ensuring deadlines are identified and met
• Preparing and processing required minimum distributions (RMD)
• Responding in a timely manner to participants’ phone calls and emails

Qualifications

• College degree preferred
• Minimum 2 years in administration or similar role in retirement administration
• Competence in all administrator functions and skills
• Meeting Administrator service standards for accuracy and timing
• Excellent verbal and written communication skills
• Knowledge of Excel and other Microsoft applications/software
• Excellent math skills
• Strong analytical and problem-solving skills
• Ability and willingness to provide a high level of service to clients
• Ability and willingness to be a team player
• Experience with Relius required
• Experience with Salesforce required
• Experience with FT Williams required