Job Description

KEY RESPONSIBILITIES

• Assists in client year end preparation and follow-up including assembling requisite year end requests, reconciliation and review of data received, importing into valuation software and processing documentation.
• Manages client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.
• Successfully partners with Plan Administrator for plan valuation, updating gain/loss from recordkeeper, and compliance.
• Processes, submits, and services all retirement plan processes and requests; follows through to completion utilizing paperless procedures (including eSignature) where available.
• Assists in preparation of tracking retirement plan completion reporting on a monthly and/or quarterly basis.
• Maintains Retirement Plan database; defines and ensures adherence to appropriate client service models.
• Assists with expense and revenue specifics for department reporting.
• Manages multiple and competing priorities daily in pursuit of successfully achieving business objectives.
• Participates in a team-based environment to achieve department goals.
• Performs other projects, duties, and tasks, as assigned.

REQUIRED QUALIFICATIONS

• High school diploma or its equivalent required.
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Must be able to understand written and oral communications and interpret information written within plan documents.
• Advanced computer skills (Outlook, Word, Excel and Power Point). Must be computer literate with the ability to quickly learn new software application.
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
• Ability to operate calmly in a high-pressure environment.
• Enthusiastic, dependable, highly motivated and detail oriented.
• Hands-on, open minded, proactive team player.
• Customer focused, high integrity, excellent work ethic.
• Excellent customer service skills are a must.
• Willingness to adhere to all principles of confidentiality.
• Must value operating in a collaborative work environment.
• Ability to work independently and as part of a team.

PREFERRED QUALIFICATIONS

• Bachelor’s degree in a business-related field preferred.
• Previous experience in independent financial services preferred.
• Basic knowledge related to benefit and/or retirement plans, i.e. deferrals, contributions, distributions, loans, calculations, testing, Form 5500, Safe Harbor plans a plus.
• Working knowledge of the laws and regulations associated with ERISA a plus.

Please note the duties outlined above are intended to be a broad overview of the responsibilities of all Relation employees within this role. Your individual day-to-day responsibilities may vary based on local or regional practices and procedures.

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Note: The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

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