Administrator
Core
Process, analyze, and validate administrative and transactional requests for complex savings and retirement plans for major clients.
Role type
Senior IC plan administrator
Builds
Savings and retirement plan administration services
Domain
Financial services / Retirement planning
Required skills
Plan administration, customer service, claims processing, financial document validation, compliance analysis, system reconciliation, high-volume request processing, financial transaction validation, report preparation
Preferred skills
Speed of execution, thoroughness, collaboration, follow-up quality
Technologies
Plan administration systems, payroll file systems
Responsibilities
Process enrolments, contributions, changes, withdrawals, transfers, and terminations; Analyze and validate requests for completeness and compliance; Analyze system rejections to determine corrective actions; Collaborate with service teams and advisors to reconcile plans; Validate financial transactions and prepare transactional reports.