Retirement Plan Administrator
7 days ago
Integrity Marketing Group is a leading provider of retirement plan administration services. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals.
Job SummaryWe are seeking a highly skilled Operations Specialist to join our team. As an Operations Specialist, you will play a critical role in ensuring the smooth functioning and compliance of retirement plans. Your responsibilities will include processing various retirement transactions, maintaining accurate records, and communicating effectively with internal stakeholders.
Primary Responsibilities:- Transaction Processing: Process various retirement transactions accurately, such as contributions, distributions, loans, and transfers, while meeting the demands of daily deadlines.
- Record Keeping: Maintain accurate records of plan transactions, payroll schedules, bank accounts, and participant data. This includes reconciling contributions, distributions, cash, and holdings.
- Communication: Communicate effectively, primarily with other internal stakeholders, and collaborate with others to ensure the needs of our clients and their employees are satisfied.
- Issue Resolution: Address and resolve issues related to plan operations, participant inquiries, and regulatory compliance. This may involve working with other departments or escalating to senior members of the team and/or leadership to find solutions.
- Quality Control: Perform quality control reviews and assist with research and resolution of issues with contributions, distributions, loans, and other transactions.
- Process Improvement: Identify and propose process improvements to enhance the efficiency, accuracy, and compliance of retirement plan administration.
- Education: Completion of ASPPA Retirement Plan Fundamentals (RPF) certificate (may be obtained within first year of employment).
- Skills: Strong attention to details and organizational skills. Experience with Microsoft Office Suite.
- Teamwork: Ability to work effectively within a team and independently in a fast-paced environment.
Integrity Marketing Group is a leading provider of retirement plan administration services. We are committed to helping individuals and businesses achieve their financial goals. Our team of experts is dedicated to providing exceptional service and support to our clients and their employees.
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