- Takes action and promotes a positive team climate
- Communicates openly, routinely, and proactively on work status and situations as they arise
- Seeks out opportunities to help others and demonstrates flexibility in work assignments
- Ability to work well with others
- Identify and assess both internal and external customers' needs to achieve satisfaction
- Build sustainable relationships of trust through open and interactive communication
- Strong verbal and written communication skills
- Attention to detail and accuracy
- Regular attendance at the office
- Reviews and assesses client census data, reported transactions, and trust statements for completeness and accuracy
- Calculates the quarterly, semi-annual, or annual contribution to the retirement plan, weighing the client's goals, budget, and legal requirements
- Monitors timing of all contributions, transactions, and filing deadlines and communicates with plan sponsors regularly to avoid penalties and excise taxes
- Prepares statement of assets, statement of changes in assets, and Form 5500 reporting return, and compiles annual/periodic reports per plan year
- Participates in the development of proposals and other materials for business development purposes
- Prepares retirement plan documents in accordance with all current federal regulations
- Prepares annual notices to participants as required by law
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Pension Administrator- Charleston WV - Adecco
Description
Job Description
Job DescriptionGENERAL SUMMARY:
Responsible for all functions necessary to account for and maintain the tax qualified status of clients' retirement plans.
GENERAL TASKS AND RESPONSIBILITIES:
SPECIFIC TASKS AND RESPONSIBILITIES:
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
