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Associate Administrator

2 months ago

Osseo, Minnesota, United States Transition Finance Strategies LLC Full time
Job Description

We are seeking a highly motivated and detail-oriented Associate Administrator to join our team at Transition Finance Strategies LLC. As a key member of our retirement plan administration team, you will play a critical role in supporting the service of our clients' 401(k) plans throughout the yearly plan cycle, with a focus on loans and distributions.

Key Responsibilities:

  • Provide exceptional customer service to clients and referral sources, responding to questions and concerns in a timely and professional manner.
  • Accurately interpret plan documents to determine eligibility for participant transactions, including loans and distributions.
  • Process and complete transactions in a timely manner, ensuring accuracy and attention to detail.
  • Enter distribution information on required tracking lists and software, including 1099-R and internal checklists.
  • Calculate, prepare, and process Required Minimum Distributions.
  • Coordinate with other service providers, including financial advisors, investment companies, CPAs, payroll, and actuaries.
  • Continually develop and increase knowledge of retirement plan rules and regulations, attending webcasts, department meetings, and pursuing credentials and continuing education.
  • Review peer distributions for accuracy and send required notices and distribution packages.
  • Process mandatory distributions and set up automatic rollovers for eligible participants.

Requirements:

  • Bachelor's Degree in Accounting, Finance, Math, Business, or Economics preferred. Will consider an applicant with an Associate degree along with demonstration of strong analytical skills and excellent Excel skills and/or prior experience.
  • Basic Accounting knowledge or aptitude in mathematics.
  • Proficiency in MS Excel, with knowledge of MS Word mail merge using Excel a plus.
  • Ability to comprehend and explain complex information to others.
  • Must be able to quickly address, research, and solve problems.
  • Capable of meeting deadlines and managing dynamic workloads.
  • Excellent organizational skills.

What We Offer:

We offer a competitive salary, outstanding opportunity for career growth, and a comprehensive benefits package, including medical, dental, vision, life, disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off, and education/association dues assistance.

We work hard, but we also have fun. As a Transition Finance Strategies LLC employee, you will be part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations, and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees: Charitable Action, Employee Engagement, Communications, Process Improvements, or by volunteering for a special project that calls your name.

We are an Equal Opportunity Employer and require that all candidates be authorized to work in the US.