Plan Administrator

Job Summary

Plan Administrator is a full-time position responsible for implementing and maintaining client non-qualified benefit plan accounts, facilitating daily transactions, and serving as a liaison for participant inquiries.

Key Responsibilities

• Implement, track, monitor, and maintain client non-qualified benefit plan accounts and fund investments
• Develop and maintain understanding of day-to-day workflow processes for assigned client plans
• Serve as the initial escalation point for participant inquiries and ensure accuracy of plan recordkeeping

Required Qualifications, Training, and Education

• Bachelor's degree in a business-related field or equivalent industry experience
• 2+ years of experience in a related position within the retirement services sector
• Strong skills in MS Office, including Excel, Word, PowerPoint, and Adobe
• Ability to work under pressure in a fast-paced environment
• Demonstrated track record of meeting or exceeding performance expectations