Administrator II
RemoteHunter · United States · 3 wk ago
RemoteRemoteAdministrativeFull-time
Our client operates within the retirement plan administration industry, ensuring accurate compliance and effective management of retirement plans. They support clients by maintaining plan integrity through detailed data management and client interaction.
About the role
The Administrator II supports Account Managers and their teams in executing retirement plan compliance tasks. This position manages client data, ensures accuracy, and maintains effective communication to uphold compliance standards and client satisfaction.
Responsibilities
- Request, track, and monitor year-end client data
- Review submitted year-end data and resolve issues with clients
- Request missing year-end data with substantial client interaction
- Import census and contribution data into compliance testing systems
- Run eligibility transactions and resolve related client issues
- Download investment information from vendor websites
- Upload financial data into compliance testing systems
- Allocate plan contributions, gains/losses, transfers, and loan repayments
- Reconcile employer contributions with vendor deposits
- Independently prepare Form 5500SF
- Prepare Form 8955-SSA
- Facilitate electronic signing of Form 5500 by clients and administrators
- Prepare and upload vesting information to various vendors
- Process participant address changes, enrollments, and beneficiary forms
- Maintain effective relationships with clients and advisors
- Identify and meet deadlines
- Prepare and process required minimum distributions (RMD)
- Respond promptly to participant phone calls and emails
- Complete additional assigned tasks
Requirements
- Preferred: College degree
- Minimum of 2 years in retirement administration or similar role
- Competence in all administrator functions and skills
- Meet service standards for accuracy and timeliness
- Excellent verbal and written communication skills
- Proficient in Excel and other Microsoft software
- Strong math skills
- Analytical and problem-solving abilities
- Commitment to high client service standards
- Ability to work well in a team
- Experience with Relius, Salesforce, and FT Williams systems