Plan Administrator

Job Summary

Plan Administrator is a full-time position responsible for implementing, tracking, and maintaining client non-qualified benefit plan accounts, while 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 workflow processes for assigned client plans
• Facilitate daily transactional activities with the Trustee and trading desk, and respond to participant inquiries

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