Senior Executive managing operational functions to support transaction processing in bancassurance. Ensuring alignment with organizational goals and developing continuous improvement culture.
About the role
- Join Boulay's Retirement Plan Administration Department as an Associate, handling plan consulting and administration duties. Opportunities for mentorship and professional growth are provided.
Responsibilities
- Serve as a centralized data management resource for all our internal and external contacts
- Maintain contact management systems data, plan sponsor and participant web access
- Manage data links with partner financial institutions
- Analyze plan documents to determine terms, responsibilities, and duties associated with service provided for the plan
- Ensure system specifications reflect written plan documents
- Manage benefit plan records and information for clients
- Analyze and process census information
- Reconcile and update participant data
- Review selected incoming distribution documentation paperwork for completeness and accuracy
- Assist in calculating and processing transactions, distributions, and loan requests
- Manage trust statements and perform trust accounting
- Prepare Forms 5500 and compile reports
- Assist in the evaluation of takeover plans and coordinate related transition of data
- Assist with managing deadlines, correspondence, data collection, and retirement plan compliance for clients
- Remain actively involved in departmental development of processes and procedures.
Requirements
- Associate Degree, Bachelor’s Degree, or equivalent employment experience
- Minimum of 3.0 GPA and a solid track record of academic achievements
- 0-2 years of experience
- Strong comfort level with technology and learning new programs
- Ability to handle sensitive information and maintain confidentiality
- Strong reading comprehension with complex material
- Strong analytical and mathematical skills
- Strong computer skills: proficiency in Microsoft Office Suite and ability to effectively use specialized software
Benefits
- Boulay Buddy Program
- Primary Advisor
- Paid Holidays, PTO & Personal time
- Mentorship Programs
- Training & Development Programs
- Open Doors at All Levels
- Extensive Benefit Offerings
- Employee Appreciation Activities
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