Retirement Plan Recordkeeping Manager

4 weeks ago

Jacksonville, Florida, United States MP RPO Full time
Job Summary

We are seeking a highly skilled and experienced Recordkeeping Manager to join our team. As a key member of our Recordkeeping team, you will be responsible for performing a combination of recurring and ad-hoc duties to ensure the highest-quality service delivery possible.

Key Responsibilities
  • Perform routine Recordkeeping tasks in Schwab Retirement Technologies (SRT), including RMDs, Force Outs, Participant Account Statements, and other related tasks.
  • Assist with the management of the US Recordkeeping Team to ensure tasks are completed efficiently and effectively.
  • Collaborate with the Offshore Recordkeeping Manager to ensure tasks are completed and deadlines are met.
  • Triage incoming Support Inbox requests and make appropriate assignments and escalations.
  • Support Plan Consultants with operational tasks and plan maintenance in SRT.
  • Communicate with participants on escalated distributions and general inquiries via phone and email.
  • Communicate with advisor partners and plan sponsors regarding support requests via phone and email.
  • Provide backup coverage on contribution processing, distribution processing, and reconciliation during times of high volumes or team member PTO.
  • Document processes and procedures to ensure accuracy and visibility.
  • Improve controls and efficiencies whenever possible.
  • Work with clients and payroll providers to improve payroll data imports.
  • Support the payroll integration process by managing setup and change projects and troubleshooting problems.
  • Help mentor and train fellow Recordkeeping team members to resolve bottlenecks and keep work moving forward.
Requirements
  • 10+ years of Qualified Retirement Plan experience as a TPA or recordkeeper.
  • Experience teaching, training, and leading others.
Preferred Qualifications
  • Extensive knowledge of Schwab Retirement Technologies (SRT) recordkeeping system functionality and best practices.
  • Experience with assisting complicated Plan Setups.
  • Proficient with Microsoft Office Programs, specifically Excel LOOKUP formulas, Pivot Tables, Mail Merges, and more.
  • Knowledgeable on payroll integration and mechanics.
  • Deep understanding of retirement plan accounting and financial reporting.
  • Experience using CRM and project management systems preferred (PensionPro, Smartsheet, database systems).
  • Excellent communication skills.
About MP's Client

MP's Client combines decades of academic expertise on plan design with low-cost investments. They bundle it up with modern technology, objective advice, and administrative accountability. Founded in 2000, the company is a SEC-registered investment adviser that specializes in retirement benefits, 401(k) plans, and investment management.

About the Team
  • Reporting to: Director of Recordkeeping.
  • 5 onshore and 2 offshore employees. Initially, all employees will continue to report to the current Director of Recordkeeping. Once the candidate has demonstrated they're ready to manage the team, those team members will transition under this candidate's leadership.
Additional Information

Location: Remote within the United States.

Compensation Expectations: $70,000 - $100,000 per year based on education, experience, certifications, and more. + up to 10% bonus based on performance.

Benefits: Medical, Dental, Vision, and more

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