Senior Administrative Specialist — Retirement Plan Ops

Integrity; Norfolk (NE); On-site; USD 52,000 - 70,000; Full time

Job summary

Retirement Plan Consultants, a partner with Integrity Marketing Group, seeks a Sr. Administrative Specialist in Norfolk, NE.

You will support day-to-day operations, coordinate tasks, maintain disclosures, and prepare participant statements while ensuring accuracy and efficiency across departments. The role emphasizes cross-functional communication, onboarding of staff, and driving process improvements in retirement plan administration.

Qualifications

• High attention to detail and a proactive, problem-solving mindset.
• Strong organizational and time management skills; ability to manage multiple priorities.
• Ability to work independently and collaboratively in a fast-paced environment.
• ASPPA Retirement Plan Fundamentals (RPF) certificate.
• Experience with Microsoft Office Suite.
• 4+ years of experience with Retirement Plan Consultants or other relevant administrative experience.
• Preferred experience with Relius, PensionPro, and FTWilliams software platforms.

Responsibilities

• Serve as the primary point of contact for coordinating tasks and projects within the administrative team.
• Act as a liaison between administrative staff and other departments to support cross-functional communication and workflow of tasks.
• Monitor task assignments and follow up to ensure deadlines are met and quality standards are upheld.
• Provide onboarding and ongoing training for administrative staff, including communicating process changes and promoting best practices.
• Propose the implementation of process improvements to enhance efficiency, accuracy, and compliance of retirement plan administration.
• Support leadership with project tracking, status updates, and internal communications as needed.
• Investigate and resolve administrative issues, collaborating with other departments or escalating to senior staff as appropriate.
• Accurate and timely data entry for various processes and retirement transactions.
• Maintain accurate documentation of plan and participant disclosures, fund performance metrics, and participant account statements.
• Set up and update Plan Contacts in all applicable software programs.
• Daily collection and distribution of mail and monitoring a shared email inbox.
• Prepare and file tax forms (5500, 5558, and 8955-SSA).
• Provide support with maintaining up-to-date documentation of systems and procedures.

Skills

Attention to detail

Organizational skills

Independent and collaborative work

ASPPA RPF

Microsoft Office

Retirement plan admin experience

Relius

PensionPro

FTWilliams

Tools

Relius

PensionPro

FTWilliams

Job description

Retirement Plan Consultants, a partner with Integrity Marketing Group, seeks a Sr. Administrative Specialist in Norfolk, NE.

You will support day-to-day operations, coordinate tasks, maintain disclosures, and prepare participant statements while ensuring accuracy and efficiency across departments. The role emphasizes cross-functional communication, onboarding of staff, and driving process improvements in retirement plan administration.