work with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans
manage client relationships with service providers – such as auditors, trustees, record keepers, and insurance agents
act as a technical resource for clients, colleagues, and various internal business partners
peer-review the work of Associates on the team
serve as a mentor for others
provide support for our QDRO (Qualified Domestic Relations Order) processing activities
Requirements
Specific experience with Form 5500 and related filings required
Experience with Form 5500 filing software (FT William, Relius, EFast, etc.)
7+ years working with DB, DC, or Health & Welfare plans
Bachelor’s Degree or equivalent work experience
Outstanding client consulting skills
Excellent coaching skills
A deep understanding of form 5500 and related filing work.
You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.)
Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management.
Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality.
Impressive oral and written communication skills.
Focus on quality, details, and meeting client expectations.
Strong customer service approach.
Organized, self-motivated, and focused on meeting deadlines
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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