Job Description
Job Opportunity: Retirement Services Team Roles
Are you a detail-oriented professional with a passion for excellence in retirement plan services? We're seeking talented individuals to join our collaborative team, where we work together to provide outstanding service and solutions to our clients.
Our team members bring a variety of expertise and experiences, and together, we ensure comprehensive coverage across the OmniPlus recordkeeping system. We're hiring for multiple roles, including Plan Managers, Plan Administrators, Senior Plan Administrators, Client Onboarding Professionals, Plan Conversion Analysts, and Compliance Analysts.
If you thrive in a supportive and innovative environment, we'd love to hear from you!
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### Why Join Us?
- Team Collaboration: Work with a group of skilled professionals who support and complement each other's strengths.
- Growth Opportunities: Be part of a dynamic team where your expertise is valued, and your career can flourish.
- Impactful Work: Play a critical role in ensuring compliance, delivering excellent service, and enhancing client satisfaction.
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### Open Positions
#### Plan Managers
- Responsibilities:
Lead the administration of retirement plans, manage client relationships, and ensure compliance. Oversee a team of administrators to provide timely and accurate services.
- Qualifications:
Extensive experience in retirement plan management, a deep understanding of regulatory requirements, and expertise in OmniPlus. Strong leadership and relationship management skills.
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#### Plan Administrators (Pay-In and Pay-Out)
- Responsibilities:
Manage contributions, distributions, and reporting tasks using OmniPlus and other systems. Support client relationships with accurate and efficient administration.
- Qualifications:
Background in retirement plan administration, proficiency with OmniPlus, and excellent customer service skills.
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#### Senior Plan Administrators (Transitions & Reconciliation)
- Responsibilities:
Oversee complex transitions, adjustments, and reconciliations. Collaborate with leadership to improve processes and enhance operational efficiency.
- Qualifications:
Proven experience with OmniPlus in handling complex transactions, strong analytical skills, and a detail-oriented approach.
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#### Client Onboarding Professionals
- Responsibilities:
Facilitate the onboarding of large retirement plans, ensuring seamless transitions and excellent client communication.
- Qualifications:
Hands-on experience onboarding large plans with OmniPlus. Strong organizational and interpersonal skills.
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#### Plan Conversion Analysts
- Responsibilities:
Manage data conversion from other platforms to OmniPlus, ensuring accuracy and compliance. Address challenges effectively with a client-focused approach.
- Qualifications:
Experience in retirement plan conversions, proficiency with OmniPlus, and strong technical skills.
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#### Compliance Analysts
- Responsibilities:
Monitor and enforce compliance with retirement plan regulations, including Form 5500 requirements. Conduct audits and implement corrective actions as needed.
- Qualifications:
Deep knowledge of retirement plan regulations and experience in compliance monitoring and reporting. Attention to detail and collaborative problem-solving skills.
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### What We're Looking For
We're seeking professionals with a range of skills and experiences, including:
- OmniPlus Proficiency: Expertise in the functionalities and modules of OmniPlus.
- Transaction Processing: Experience with contributions, distributions, adjustments, and reconciliations.
- Compliance Knowledge: Familiarity with regulatory requirements and a strong commitment to accuracy.
- Customer Focus: Outstanding communication skills to deliver exceptional client service.
- Teamwork & Independence: Ability to collaborate effectively and work autonomously in a remote environment.
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### What You'll Gain
- Career Development: Opportunities to enhance your expertise in retirement plan services.
- Supportive Culture: A collaborative environment where your contributions are valued.
- Impactful Role: Work that directly influences client satisfaction and operational success.
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Are you ready to take the next step in your career? Apply today to join our team and make a difference in the world of retirement services!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Job Tags
Full time, Remote job,