401k Plan Administrator

We are seeking aRetirement Plan Specialistto join our team. This role will work in tandem with our Financial Advisors and Operations team to service Plan Sponsor Clients Plan Participants and work with the various vendors associated with qualified retirement plans.

Our office is conveniently located in Camp Hill and our work environment is friendly and collaborative. We offer competitive compensation and benefits and flexible scheduling and partial remoteworkopportunities may be available.

Essential Job Functions for this role include:

Prepare Plan Sponsor Investment Reviews Agendas Reports and supporting material for quarterly meetings

Work with Plan Sponsors and Retirement Plan Vendors (recordkeepers third-party administrators legal counsel accountants actuaries) on a daily basis to answer Plan questions and oversee resolution to Plan issues.

Oversee and work with Plan Sponsors and Retirement Plan Vendors regarding explanations of plan administrative issues recordkeeping retirement plan regulations and related matters.

Respond to Plan Participant inquiries in need of assistance with Plan transactions Plan design questions and assistance with Plan Recordkeeper questions.

Onboarding new clients collaborate with the Financial Advisors to ensure a seamless onboarding process.

Participate in Client Calls or Meetings as requested to support services such as Plan Administration Design and Plan Wellness.

Client Support

Answer inquiries regarding the plan from plan administrators/sponsors and participants.

Ensure strong client satisfaction and retention from plan administrators/sponsors and we

alth management clients.

Communicate on a daily basis with recordkeepers Third-Party Administrators and custodians.

Qualifications

Bachelors degree or equivalent preferred in Business Economics Mathematics Accounting or Finance related field

Minimum 3 years of retirement plan related experience

Job Skills

Self-motivated well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

Excellent verbal written analytical and organizational skills

Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely.

High attention to detail and the ability to see things through from concept to implementation

Strong computer skills and proficiency using Microsoft Office suite (Office Excel Outlook) and comfortable using technology

Knowledge and experience of CRM systems

Conscientious and possess high standards for both quality and quantity of work

Strong organizational reading writing and basic mathematical skills

Ability to maintain confidential information

Must pass successful background check upon hiring

Benefits:

• Group Health Insurance

• Dental

• Vision

• Matching 401k

• Paid time off

Work Location: In person