Plan Administration Assistant

We're looking for a detail-oriented, client-focused TPA Administration Assistant to support the administration of qualified retirement plans while delivering an exceptional client experience.

This position is ideal for someone who enjoys analytical work, thrives in a deadline-driven environment, and wants to build a career in retirement plan administration and compliance. You'll work alongside experienced retirement plan professionals while gaining valuable knowledge of IRS requirements, and 401(k) plan administration.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES

• Ensure client database is updated

• Basic client communication and inquiries (general plan operations, eligibility enrollment)

• Documents all plan transactions during the year (loans, distributions, rollovers)

• Recognize and escalate advanced plan issues (corrections, control group, RMD)

• Perform annual review process for small pipeline of first year clients:

  • Request and review all data, inquire about changes or potential issues from data provided

  • Prepare plan financials and 5500 with all schedules

  • Determine eligible employees based on census and plan document eligibility parameters

  • Prepare and send work product

  • Invite clients to sign 5500 and follow up as needed

• Organize client files on server as needed

• Other Projects as Needed

• Communicate additional billing for services outside of what is included in the annual fee

• Assist Plan Admin Level I and II employees as needed

REQUIREMENTS

• High school diploma or equivalent

• 3+ years of experience in the financial services industry

• Strong data entry and typing skills

• Intermediate to advanced Microsoft Excel skills

• Proficiency with Microsoft Office Suite

• Strong analytical, mathematical, and problem-solving abilities

• Excellent organizational skills and attention to detail

• Ability to manage multiple priorities while meeting deadlines

• Excellent customer service and communication skills

• Positive attitude with a collaborative, team-oriented approach

• Ability to work additional hours during peak processing periods

• CRM experience (Salesforce preferred)

• Retirement Plan industry experience a plus

CORE COMPETENCIES

• Trust & Accountability

• Client-Centered Excellence

• Collaboration & Teamwork

• Communication Excellence

• Strategic Thinking & Problem Solving

• Adaptability & Learning Agility

• Organizational Skills

• Technical Expertise

• Time Management

• Attention to Detail