Plan Administration Assistant

TPA Administration AssistantWe're looking for a detail-oriented, client-focused TPA Administration Assistant to support the administration of qualified retirement plans while delivering an exceptional client experience.This position is ideal for someone who enjoys analytical work, thrives in a deadline-driven environment, and wants to build a career in retirement plan administration and compliance. You'll work alongside experienced retirement plan professionals while gaining valuable knowledge of IRS requirements, and 401(k) plan administration.Essential Job Duties & ResponsibilitiesEnsure client database is updatedBasic client communication and inquiries (general plan operations, eligibility enrollment)Documents all plan transactions during the year (loans, distributions, rollovers)Recognize and escalate advanced plan issues (corrections, control group, RMD)Perform annual review process for small pipeline of first year clients: Request and review all data, inquire about changes or potential issues from data providedPrepare plan financials and 5500 with all schedulesDetermine eligible employees based on census and plan document eligibility parametersPrepare and send work productInvite clients to sign 5500 and follow up as neededOrganize client files on server as neededOther Projects as NeededCommunicate additional billing for services outside of what is included in the annual feeAssist Plan Admin Level I and II employees as neededRequirementsHigh school diploma or equivalent3+ years of experience in the financial services industryStrong data entry and typing skillsIntermediate to advanced Microsoft Excel skillsProficiency with Microsoft Office SuiteStrong analytical, mathematical, and problem-solving abilitiesExcellent organizational skills and attention to detailAbility to manage multiple priorities while meeting deadlinesExcellent customer service and communication skillsPositive attitude with a collaborative, team-oriented approachAbility to work additional hours during peak processing periodsCRM experience (Salesforce preferred)Retirement Plan industry experience a plusCore CompetenciesTrust & AccountabilityClient-Centered ExcellenceCollaboration & TeamworkCommunication ExcellenceStrategic Thinking & Problem SolvingAdaptability & Learning AgilityOrganizational SkillsTechnical ExpertiseTime ManagementAttention to Detail