Plan Administrator

November 25

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Retirement plan services • Education savings • ABLE accounts

5001 - 10000

💰 Secondary Market on 2019-02

Description

• NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate non-qualified plans. • Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. • Responsible for developing and maintaining understanding of workflow processes required for client plans assigned. • Facilitate daily transactional activity with the Trustee and trading desk. • Serve as initial escalation point for participant call center inquiries, acting as liaison with clients and ensuring accuracy of plan recordkeeping and data.

Requirements

• Bachelor’s degree in a business related field or industry experience, or a combination of education and industry experience. • 2+ years’ experience working in a related position in the retirement services sector. • Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe. • Ability to work under pressure in a fast paced environment and demonstrated track record of meeting and/or exceeding performance expectations. • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. • Ability to write reports, business correspondence, and procedure manuals. • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public. • Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.