#LI-JSS #LI-Hybrid Essential Functions and Primary Duties • Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business • Perform all required Compliance Testing and related items • Reconciles assets, prepare Form 5500 and all schedules • Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders • Respond to Plan sponsors in a professional and timely manner concerning issues or questions • Promote client retention and identify opportunities to build existing relationships through timely service quality • Resolve complex situations or requests • Achieve service goals established by department • Additional responsibilities as assigned Preferred Qualifications • Bachelor’s degree in Accounting, Finance, Business, or related field • 5+ years of retirement plan administration or compliance experience • Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation • Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration • Experience reviewing or auditing the work of others for accuracy and compliance • Familiarity with FT William software used for 5500 and compliance • Proficiency with retirement plan administration systems and Microsoft Excel • QKA, QPA ASPPA credentials, or progress toward certification Minimum Qualifications • High School Diploma or GED • At least five years of professional, retirement plan administration, and compliance experience • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures • Possesses expert knowledge of pertinent laws, regulations, and professional standards • Expert use of applicable technology • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) • Experience performing work that requires initiative and leadership skills • Experience in coaching and teaching others • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) • Ability to anticipate and elicit customer needs • Ability to self-learn and develop business and technical knowledge quickly • Motivated team player with demonstrated interpersonal skills • Comfortable working with quick turnaround times and deadlines • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization • Ability to travel as necessary