Fortune 1000 financial services company is seeking to support platform updates and the installation of services for retirement plan clients
Requirements
- Intermediate Microsoft Excel skills
- Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
- Experience with client transitions, onboarding, or plan implementations
- Experience with OMNI recordkeeping platform
Responsibilities
- Coordinate platform updates and service installations for retirement plan clients
- Manage, execute, and validate configurations supporting retirement plan service changes
- Implement new plans and changes such as fund lineup modifications, fee adjustments, QDIA updates, and contract amendments
- Ensure adherence to transition best practices throughout the implementation lifecycle
- Identify, escalate, and resolve issues and risks proactively to protect plan accuracy and client relationships
- Perform quality checks at each stage of implementation to ensure accuracy and compliance
- Build credibility with clients, consultants, and internal partners through strong knowledge of onboarding processes
Other
- Minimum of 3 years of financial services experience
- Strong verbal and written communication abilities
- Ability to learn quickly and adapt to changing priorities
- Bachelor’s degree is a plus
- Series 6 or Series 7 license is a plus (not required)
