Retirement Plan Account Manager

2 weeks ago

Quincy, United States SS&C Technologies Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Title: Retirement Plan Account Administrator - Command Center

Location: Hybrid - Kansas City, Quincy, MA or Dublin, OH USA Only

Get To Know The Team: SS&C Retirement Solutions is a market-leading provider of technology, retirement recordkeeping and outsourcing solutions. As the third-largest provider of retirement services, we have over 250 institutional clients that use our platforms and services to participate in the defined contribution, IRA, and retirement income markets. SS&C Retirement Solutions aspires to be the partner of choice for the industry's leading retirement plan providers by offering tailored solutions that help drive providers' vision, reinforce their value proposition, and support their strategic goals.

The Retirement Solutions Group is seeking experienced account administrator to join our rapidly growing Relationship Management Team. In this role, you will be the primary contact on an assigned "book of business" of small asset, complex and sensitive plan sponsors and brokers. Account administrators are the liaison between the plan sponsors and various internal groups.

Why You'll Love It At SS&C

  • Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans
  • Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
  • Work/Life Balance: Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
  • Your Well-being: Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
  • Diversity & Inclusion: Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
  • Training: Hands-On and Customized by your Team, including Technical and E-Learning Resources
  • Extra Perks: Discounts on fitness memberships, cell provider, childcare, travel, and more
What You Will Get To Do
  • Serves as the primary contact and resource for plan sponsors, Third Party Administrators, broker/dealers, and other financial intermediaries regarding all retirement plan account administration aspects.
  • Coordinates various administrative tasks, fulfills requests from internal and external contacts, and researches and resolves plan issues as they arise.
  • Promotes customer satisfaction through effective service delivery and demonstrates a complete understanding of the plan sponsor and their plan, including the administration of the plan as well as the client's sensitivities, needs, and objectives concerning the plan.
  • Intermediate professional working on projects of moderate scope or varied tasks requiring resourcefulness, self-initiative, and significant independent judgment
  • Demonstrates a developing functional knowledge to evaluate the implications of issues and make solutions recommendations. Guides less experienced team members.
  • Develop and recommend improvements to workflows and procedures in order to increase efficiency and client satisfaction.
  • Assist in the collection, review and preparation of client information used for compliance testing and filings.
  • Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor's compliance package.
  • Promote customer satisfaction through proactive and effective service delivery, and ensure prompt and effective response to all plan sponsor inquiries.
The Impact You Will Make
  • Bachelor's degree and 2 years of work-related experience, or a Master's degree and 1 year of work-related experience, or 4 years equivalent work-related experience
  • 3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required.
  • Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint.
  • Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired.
  • Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.
  • Possess a strong understanding of governmental plans (ex. 403(b) and 457 plans)
  • Able to work hybrid in local office 6 days per month. (Office location - Kansas City, Quincy, MA or Dublin, OH)

Thank you for your interest in SS&C To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

JS-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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