Manager, Retirement Plan Administration - Chicago, United States - Strongpoint Partners

Description

The Manager of Retirement Plan Administration is responsible for coaching and leading a team of Plan Administrators as well as performing client casework.

The Manager utilizes, shares and expands their comprehensive administration knowledge to contribute to the growth of the team. The Manager has a continual focus on team development, process improvement, accuracy of work and client service. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth.
HowardSimon is part of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Strongpoint and its affiliate partners provide third-party administration of retirement plans and outsourced HR and payroll solutions to small and medium-sized businesses.

Strongpoint offers an integrated software platform for retirement planning and payroll, and is pursuing a growth strategy that includes add-on acquisitions and organic growth initiatives.

Our culture is defined by teamwork, integrity, innovation, a growth mindset, and a passion for providing great service to our clients.

Job Responsibilities:
Train, manage, coach, and evaluate a team of Plan Administrators to provide excellent casework and client service by ensuring that staff is properly trained to respond to inquiries in a professional manner
Perform casework to include compliance testing, reporting, plan design, plan documents and client communications
Develop staff on industry knowledge, general business skills set, and professional development
Provide team members with substantive, periodic feedback on performance through reviewing casework with a focus on team growth
Lead assigned department projects and strategic initiatives
Ensure all confidential data and sensitive client issues is protected, secure and handled properly
Research and maintain updated industry knowledge including laws, regulations, and other applicable obligations
Develop processes and procedures with other managers to provide consistent professional services across teams
Serve as subject matter expert to external clients and internal stakeholders in plan administration as well as escalated issues
Participate in the hiring process by conducting interviews, evaluating candidates, and making hiring decisions
Assist in the development of strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives
Coordinate the successful training and instruction of new team members
Education/Experience
8+ years of experience in retirement plan administration with proven success of handling complex cases and sensitive client situations
5+ years of experience in leading teams with proven success in increasing team knowledge, development, and effectiveness
QKA or similar industry certification required
Advanced education and/or additional ASPPA certifications preferred
Relius Administration experience preferred
Required Skills/Abilities
Proven plan administration knowledge to include compliance testing, reporting, plan design and plan documents
Exceptional approach to client service focusing on communications, timely solutions, and client needs
Strong verbal and written communication skills
Strong initiative skills to independently manage a team, casework, process improvements and assigned projects
Proven ability to foster team collaboration
Ability to work well under pressure with multiple priorities and deadlines
Excellent analytical and problem-solving skills
Strong organization skills to manage projects and meet tight deadlines
Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team

#li-remote

Powered by JazzHR

#J-18808-Ljbffr