Senior Account Manager | Retirement Plan Administrator at CBIZ, Salt Lake City, UT
Senior Account Manager | Retirement Plan Administrator at CBIZ in Salt Lake City, UT. Est. up to $130k. Apply with swipeandhired.
#LI-JSS #LI-Hybrid
Essential Functions and Primary Duties
- Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
- Perform all required Compliance Testing and related items
- Reconciles assets, prepare Form 5500 and all schedules
- Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
- Respond to Plan sponsors in a professional and timely manner concerning issues or questions
- Promote client retention and identify opportunities to build existing relationships through timely service quality
- Resolve complex situations or requests
- Achieve service goals established by department
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or related field
- 5+ years of retirement plan administration or compliance experience
- Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
- Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
- Experience reviewing or auditing the work of others for accuracy and compliance
- Familiarity with FT William software used for 5500 and compliance
- Proficiency with retirement plan administration systems and Microsoft Excel
- QKA, QPA ASPPA credentials, or progress toward certification
Minimum Qualifications
- High School Diploma or GED
- At least five years of professional, retirement plan administration, and compliance experience
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations, and professional standards
- Expert use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
- Ability to anticipate and elicit customer needs
- Ability to self-learn and develop business and technical knowledge quickly
- Motivated team player with demonstrated interpersonal skills
- Comfortable working with quick turnaround times and deadlines
- Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
- Ability to travel as necessary