Specialized Consultant - Retirement Plan Administrator at Wolters Kluwer Montgomery, AL

Hong Kong Study Skills Research Institute; Montgomery (AL); Hybrid; USD 91,600 - 126,800; Full time

Benefits offered by this job

Medical, Dental, and Vision Plans

401(k)

FSA/HSA

Tuition Assistance Plan

Paid Parental Leave

Job summary

Wolters Kluwer in Montgomery, AL is seeking a Specialized Consultant to assist customers with retirement plan administration. The role involves working remotely or in a hybrid capacity, providing support in calculations and managing projects while ensuring excellent customer service.

Ideal candidates will possess a two-year degree and at least three years' experience in retirement plan administration. Competitive compensation is offered with a target salary range of $91,600 - $126,800.

Comprehensive benefits programs are also provided, making this a great place to work.

Qualifications

• At least 3 years of retirement plan administration experience required.
• Experience with ftwilliam.com highly preferred.
• Strong verbal and written communication skills are necessary.

Responsibilities

• Assist with retirement plan administration for managed services customers.
• Run eligibility calculations and required testing.
• Work closely with management and sales during initial sales.

Skills

Customer service skills

Analytical skills

Problem solving skills

Education

Two-year degree or comparable industry experience

Tools

ftwilliam.com

Job description

Specialized Consultant - Retirement Plan Administrator job at Wolters Kluwer. Montgomery, AL. LOCATION: Remote U.S. locations or hybrid (8 days a month in the office if you are within 50 miles of a Wolters Kluwer office)

Overview

The job is to assist managed services customers in a back office capacity with retirement plan administration duties using the ftwilliam.com software as well as help out other teams as needed.

Responsibilities

• Assist with retirement plan administration for managed services customers
• Run eligibility calculations, required testing included but not limited to 402g, 415, ADP/ACP, and run new comp allocations as requested for plans with at both a daily RK and pooled/SDBAs
• Work closely with management and sales during the initial sale, to help with questions on managed services
• Assist with other duties as time permits

Qualifications

• Two-year degree or comparable industry experience
• Experience with ftwilliam.com preferred
• At least 3 years experience preferred
• Must have retirement plan administration experience

Other Knowledge, Skills & Abilities

• Excellent customer service skills, including superior written and verbal communication skills
• Analytical and problem solving skills
• Ability to manage multiple concurrent projects

Travel

Less than 5% travel required to our various office locations.

Compensation

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $91,600 - $126,800

Additional Information

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to:

• Medical, Dental, and Vision Plans
• 401(k)
• FSA/HSA
• Commuter Benefits
• Tuition Assistance Plan
• Vacation and Sick Time
• Paid Parental Leave

EQUAL EMPLOYMENT OPPORTUNITY

Wolters Kluwer U.S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affrimative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.