Note: The job is a remote job and is open to candidates in USA. C&N is a financial institution committed to creating value through lifelong relationships. They are seeking a Senior Retirement Plan Administrator to oversee the administration, compliance, and ongoing success of retirement plans while delivering exceptional service to plan sponsors and participants.
Responsibilities
- Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support
- Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy
- Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness
- Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants
- Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans
Skills
- Bachelor's degree
- 4-6 years of related experience and/or training OR an equivalent combination of education and experience
- Retirement Plan Administration
- Customer Relationship Management
- Regulatory Compliance
- Business Development
- Strong Communication
- Active Listening
- Critical Thinking
- Problem Solving
- Attention to Detail
- Analytical Skills
- Organization & Time Management
- Collaboration & Teamwork
- Drives Results
- Ensures Accountability
- Customer Focus
- Manages Complexity
- Interpersonal Savvy
- Drives Vision & Purpose
- Securities Registration
- Qualified 401(k) ASPPA Administrator
Benefits
- Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
- 401(k) with pre-tax and ROTH contribution options and a safe harbor match.
- Employee Stock Ownership Plan (ESOP).
- Health, dental, and vision coverage.
- Employer-paid premium options for employee-only coverage.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
- Employer-paid life and disability insurance.
- Additional voluntary coverages to meet your unique needs.
- Access to education and development programs and ongoing support for personal and professional growth.
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