3(16) Administration Manager (MEPS & PEPS)

Location:  Remote

Reports to:  VP, Head of Fiduciary and Compliance Management

Job Summary:       The 3(16) Administration Manager, has ongoing oversight responsibility for a team of Account Managers who work on MEPs and PEPs to ensure that clients are being provided with the best possible service.  Continually develop and solidify working relationships with internal and external partners.  Monitor and review day-to-day activity while remaining current with operational issues working with Vice President to develop process improvements.

Responsibilities:

• Responsible for all aspects of employee management including hiring, on-boarding, development, and performance management
• Establishing clear expectations, measuring results and holding team accountable for performance
• Personally addresses escalated plan sponsor/employer complaints
• Interfaces with various departments throughout the organization
• Prepares annual performance evaluations for each team member
• Assist department head to develop processes, procedures and controls to enhance effectiveness and efficiency of operations
• Motivates the team to achieve strategic and operational goals through effective communication, leadership and change management while fostering a culture of service excellence
• Identifies training needs and facilitates the delivery of appropriate training
• Communicates effectively with clients and advisors to address all client issues
• Provides necessary research, review, problem solving and resolution support to direct reports
• Participate in client meetings, conference calls and presentations
• Utilize efficiency and focus techniques to promote team success
• Provides ongoing progress updates to upper management
• Perform other duties and special projects as needed

Requirements:

• Undergraduate Degree or equivalent work experience
• 10 or more years of increasing responsibility in the retirement services industry with an emphasis on client management and customer service; comfortable training and working through issues with clients and with advisors
• Minimum five years of supervisory experience
• Self-motivated with strong ability to effectively prioritize and execute tasks while under pressure and adhering to strict deadlines
• Knowledgeable in all aspects of pension administration, plan documents, design, compliance testing and government forms
• Able to exercise independent judgement and take action
• Excellent analytical and creative problem solving skills
• Ability to adhere to high ethical standards while maintaining/promoting a positive work environment
• Manage sensitive and confidential matters effectively
• Excellent listening, interpersonal, written and oral communication skills
• Logical and efficient, with keen attention to detail
• Ability to work well in a team environment
• High proficiency in Microsoft Suite (Excel, Word, Outlook), including formulas and data manipulation
• Experience working with MEPs and PEPs preferred
• Experience with Relius, FT Williams and Salesforce systems preferred
• ASPPA designations such as QKA, QPA preferred; willingness to obtain the designations