Retirement Plan Administrator

Job Summary

Providing administrative support and client service for defined contribution retirement plans, the part-time Retirement Plan Administrator will manage inbound payroll calls, resolve service issues, and ensure compliance while working remotely.

Key responsibilities

• Handle inbound payroll calls and resolve complications for retirement plan clients
• Process transactions for plan valuations, including contributions and withdrawals, while ensuring compliance with standards
• Prepare and present client reports, including valuation reports and compliance forms, and participate in client meetings

Required qualifications

• Call center or phone-based customer service experience required
• Basic accounting knowledge required
• Experience with defined contribution plans preferred
• Strong organizational skills and ability to manage high call volumes
• Ability to work effectively in a remote environment