Responsibilities

• Manage the onboarding and first year of administration for assigned new clients
• Coordinate the transition of new plans from implementation to ongoing service
• Perform annual administration and all levels of compliance testing for assigned new client plans
• Complete plan documents, amendments, and related onboarding deliverables
• Provide guidance to clients on compliance and administrative topics during the first year of service
• Partner with internal teams to ensure a smooth onboarding experience and timely handoff to ongoing administration
• Own stewardship of assigned new client business relationships during onboarding and the initial service period

Requirements

• Bachelor's degree in Business, Finance, Mathematics, or related field
• 4-7 years of retirement plan experience
• 5-7 years of client services experience
• Proficiency in Word, Excel, PowerPoin...