Team Lead, Administration Services

Embedded ShishyaWorkFromHome

Stellenbeschreibung:

Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.

Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.

Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.

Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.

Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation.

Serve as the primary escalation point for complex administrative, compliance, and client service issues.

Draft and review non-standard correspondence, client communications, and technical reports.

Review standard client correspondence and reporting prepared by team members.

Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.

Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets.

Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs.

Provide consulting support during implementation of new retirement plans and assist with onboarding new clients.

Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team.

Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training.

Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training.

Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.

Requirements

8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.

Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent).

Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.

Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.

Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.

Excellent client relationship management and communication skills.

Strong analytical, mathematical, and accounting aptitude.

Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail.

Excellent written and verbal communication skills.

Strong problem-solving and critical thinking abilities.

Commitment to delivering high-quality work and continuously improving processes.

Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word.

Core Competencies

Demonstrates extensive experience in retirement plan administration, compliance, and team leadership, with a strong focus on ERISA, IRS, and Department of Labor regulations. Proven ability to enhance operational processes and deliver high-quality client service through effective communication and analytical skills.