Retirement Coordinator

Morrison Foerster; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Industry-leading parental leave

Education reimbursement

Annual community service day

Job summary

A prestigious law firm is seeking a Retirement Coordinator to manage retirement account payrolls, process distributions, and collaborate with various departments. The ideal candidate will have over 3 years of experience in a similar role, strong attention to detail, and proficiency in Microsoft Office. This position offers a comprehensive benefits package from day one.

Qualifications

• 3+ years working in a retirement role in a law firm or professional services environment preferred.
• Ability to organize time and prioritize workload effectively.

Responsibilities

• Process retirement account payrolls for various groups.
• Manage vendor invoices and process in vendor systems.
• Update vendors and advisors on Partner hires and terms.
• Assist in sending out retirement communications and tracking responses.
• Coordinate the collection of data for audit requests.

Skills

Attention to detail

Organizational skills

Independent judgment

Technical aptitude

Microsoft Office proficiency

Job description

Overview

Join to apply for the Retirement Coordinator role at Morrison Foerster. This role is on the Human Resources team and can be based in San Francisco, Los Angeles, or New York.

https://www.mofo.com/offices

About the Role

• Process retirement account payrolls for Business Professional, Non-Partner Attorney, and Partner groups. Organize and maintain the backup for each payroll on the document management system.
• Process Cash Balance Plan Distributions by requesting paperwork from external vendors, sending paperwork, recording data in tracking files, processing in vendor systems, and notifying Partners upon completion.
• Manage vendor invoices and process in vendor systems and MoFo systems.
• Regularly update vendors and advisors on Partner hires, terms, and transitions; respond to HR data inquiries from outside retirement administrator.
• Review and resolve vendor data discrepancies; collaborate with HRIS and payroll to ensure data accuracy across all systems and the retirement vendors.
• Assist in sending out retirement communications to appropriate personnel and tracking responses.
• Triage messages in the Retirement inbox; respond to appropriate emails (i.e., Partner banking inquiries, HR data verification, Social Security Letters, etc.) and pass along more complex questions to appropriate team members.
• Coordinate the collection of data for annual retirement plans audits and other audit requests.
• Assist with benefits claims and appeals processes.
• Define process improvement opportunities.

About You

• 3+ years working in a retirement role in a law firm or professional services environment preferred.
• Strong attention to detail and organizational skills.
• Ability to effectively apply independent judgment.
• Strong sense of accountability, taking ownership over projects and responsibilities and resolving issues proactively.
• Ability to prepare accurate, highly detailed work product.
• Ability to work collaboratively across departments and with all levels of personnel and to succeed in a collaborative environment.
• Strong technical aptitude and understanding, including ability to quickly learn new applications.
• Strong proficiency with Microsoft Office programs (including Excel) and other applications used by department.
• Ability to organize time, prioritize workload effectively, and work independently.
• Reliability, dependability, and strong motivation to respond to requests quickly.

About MoFo

At MoFo, we collaborate as one firm, across borders, practice areas, and business functions and value fresh ideas and innovation over conformity and competition.

• About Us: https://www.mofo.com/about
• Diversity + Inclusion: https://careers.mofo.com/careers-diversity
• Commitment to Pro Bono: https://careers.mofo.com/careers-pro-bono
• The MoFo Foundation: https://www.mofo.com/culture/mofo_foundation

Benefits

• MoFo offers a comprehensive benefits package starting on your first day, including medical, dental, vision, life and disability coverage.
• Industry-leading parental leave and family benefits including adoption and fertility treatment options and backup child and elder care.
• Global wellness program, including free access to Talkspace and Calm apps.
• Annual community service day and a birthday holiday.
• Education reimbursement annually.
• Dedicated Talent Development team.
• Competitive annual profit-sharing contribution.

For questions regarding this position, please e-mail [e-mail].