3(16) Administrator

Job Summary: Administrator provides support and works directly with assigned Account Manager(s).  This position requires excellent analytical abilities, attention to detail, accuracy and problem-solving ability. The position requires the ability to maintain high levels of confidentiality and the ability to work as part of a team, while independently managing accounts with minimal required supervision. Excellent communication skills and a full understanding of the importance of customer service is a must.               

Responsibilities: 

• Request plan documents from the record-keeper
• Confirms all required documents have been received and uploaded into the Ecosystem Document Vault
• Review client census data
• Review certain elements of testing prepared by RK
• Manage Form 5500 filing process
• Review and approve participant distributions and loan requests.
• Upload client data into the Ecosystem
• Monitor Fiduciary Support email boxes
• Communicate with plan participants when appropriate
• Monitor Ecosystem for workflow purposes
• Assist the Account Manager with day to day compliance administration
  1. Includes such tasks as:  
     • Confirming participant eligibility
     • Monitoring the timeless of contributions
     • Mandatory distributions
     • Confirm forfeitures were used in accordance with plan provisions
     • Reviews participant vesting percentages
• Maintain effective relationships with client and advisor contacts
• Ensure deadlines are identified and met.

Requirements:

• College degree or minimum 2 years of Retirement and/or Benefits experience (preferred)
• Excellent verbal and written communication skills
• Knowledge of Excel and other Microsoft applications/software
• Excellent math skills
• Strong analytical and problem solving skills
• Provide a high level of service to clients