Junior Retirement Plan Administrator, (HSR)
Core
Support 401(k) and cross-tested retirement plans from start to finish, perform annual compliance testing, and manage client relationships.
Role type
Junior Retirement Plan Administrator
Builds
Defined contribution retirement plans for small- to mid-sized businesses
Domain
Financial services / Retirement planning
Required skills
Retirement plan administration, compliance testing, client communication, CRM software, Microsoft Office suite
Preferred skills
Self-starter, detail-oriented, analytical thinking, ability to work under pressure
Technologies
Word, Excel, PowerPoint, Outlook, CRM software
Responsibilities
Perform basic non-discrimination testing, communicate directly with clients on plan mechanics, research and present on compliance topics, shadow Senior Retirement Plan Administrator, maintain team approach by assisting in areas appropriate for the position, own stewardship of all assigned business relationships
Seniority
Junior, entry-level IC
