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Contracts Administrator
Independence, OH

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CBIZ

Senior Account Manager | Retirement Plans

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Job Description

Senior Account Manager | Retirement Plans
CBIZ - 3.4
Independence, OH Job Details Full-time From $55,000 a year 16 hours ago Benefits Disability insurance Dependent care reimbursement Health insurance Dental insurance 401(k) Flexible spending account Paid time off Parental leave Employee assistance program Vision insurance Flexible schedule Referral program Qualifications Benefits administration Defined contribution retirement plans Microsoft Outlook Interpersonal skills Team leadership Enterprise software Spreadsheets Coaching High school diploma or GED Bachelor's degree Industry knowledge of financial regulations Skype Business Account management Technical Proficiency Teaching Full Job Description Essential Functions and Primary Duties Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business Perform all required Compliance Testing and related items Reconciles assets, prepare Form 5500 and all schedules Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders Respond to Plan sponsors in a professional and timely manner concerning issues or questions Promote client retention and identify opportunities to build existing relationships through timely service quality Resolve complex situations or requests Achieve service goals established by department Additional responsibilities as assigned Preferred Qualifications Bachelor's degree in Accounting, Finance, Business, or related field 5+ years of retirement plan administration or compliance experience Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration Experience reviewing or auditing the work of others for accuracy and compliance Familiarity with FT William software used for 5500 and compliance Proficiency with retirement plan administration systems and Microsoft Excel
QKA, QPA ASPPA
credentials, or progress toward certification Minimum Qualifications High School Diploma or GED At least five years of professional, retirement plan administration, and compliance experience Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures Possesses expert knowledge of pertinent laws, regulations, and professional standards Expert use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Experience in coaching and teaching others Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA) Ability to anticipate and elicit customer needs Ability to self-learn and develop business and technical knowledge quickly Motivated team player with demonstrated interpersonal skills Comfortable working with quick turnaround times and deadlines Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization Ability to travel as necessary #LI-JSS #LI-Hybrid About Us CBIZ, Inc. (
NYSE:
CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Notice to Candidates Requiring Sponsorship At this time, CBIZ is not engaging with applicants who require sponsorship. Compensation & Benefits The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of
CBIZ. CBIZ
will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. Reasonable Accommodation If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to . Equal Opportunity Employer CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
Pay:
From $55,000.00 per year
Benefits:
401(k) Dental insurance Employee assistance program Flexible schedule Health insurance Paid time off Parental leave Vision insurance
Work Location:
Hybrid remote in Independence, OH 44131

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Other Retirement and Savings