Team Lead, Administration Services

Embedded Shishya; Deutschland; Vor Ort; EUR 90.000 - 115.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an experienced leader to manage a team of retirement plan administrators in Germany. The role focuses on end-to-end defined contribution administration, regulatory compliance, and client satisfaction.

You will review complex work, ensure accuracy, and drive efficiency while coordinating with attorneys, actuaries, and auditors. The ideal candidate has 8+ years in defined contribution administration, active ASPPA/NIPA designations, and a proven leadership track record.

Qualifikationen

• 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.
• Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent).
• Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.
• Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.
• Excellent client relationship management and communication skills.
• Strong analytical, mathematical, and accounting aptitude.
• Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail.
• Excellent written and verbal communication skills.
• Strong problem-solving and critical thinking abilities.

Aufgaben

• Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.
• Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.
• Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.
• Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.
• Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation.
• Serve as the primary escalation point for complex administrative, compliance, and client service issues.
• Draft and review non-standard correspondence, client communications, and technical reports.
• Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.

Jobbeschreibung

• Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.


• Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.


• Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.


• Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.


• Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation.


• Serve as the primary escalation point for complex administrative, compliance, and client service issues.


• Draft and review non-standard correspondence, client communications, and technical reports.


• Review standard client correspondence and reporting prepared by team members.


• Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.


• Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets.


• Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs.


• Provide consulting support during implementation of new retirement plans and assist with onboarding new clients.


• Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team.


• Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training.


• Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training.


• Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.

Requirements

• 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.


• Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent).


• Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.


• Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.


• Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.


• Excellent client relationship management and communication skills.


• Strong analytical, mathematical, and accounting aptitude.


• Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail.


• Excellent written and verbal communication skills.


• Strong problem-solving and critical thinking abilities.


• Commitment to delivering high-quality work and continuously improving processes.


• Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word.

Core Competencies

Demonstrates extensive experience in retirement plan administration, compliance, and team leadership, with a strong focus on ERISA, IRS, and Department of Labor regulations. Proven ability to enhance operational processes and deliver high-quality client service through effective communication and analytical skills.

Highest-signal resume keywords

• Retirement Plan Administration


• ERISA Compliance


• Team Leadership


• Client Relationship Management


• Analytical Skills

ATS Optimization Keywords

Hard Skills

• Defined Contribution Retirement Plans


• Compliance Testing


• Form 5500 Preparation


• Technical Report Review


• Data Validation

Soft Skills

• Problem-Solving


• Critical Thinking


• Attention to Detail


• Coaching


• Communication

Certifications & Qualifications

• ASPPA Designation


• NIPA Designation


• QKA


• QPA


• CPC

Industry Keywords

• Retirement Plan Administration


• TPA Environment


• Compliance Regulations


• Client Service


• Operational Efficiency

Tools & Technologies

• Microsoft Office Suite


• Microsoft Excel


• Microsoft Outlook


• Microsoft Word


• Adobe Acrobat