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Senior Benefits Specialist

We are a leading third-party administration firm specializing in retirement plans, established in 1989. Our firm maintains relationships with over 400 retirement plans, offering a personalized, one-on-one approach to assisting plan administrators and sponsors. We pride ourselves on our commitment to delivering top-tier service and innovative solutions in the retirement plan industry.

 

Position Overview:

We are seeking an experienced and dedicated Senior Benefits Specialist to join our team. The ideal candidate will have a strong background in retirement plan administration, a deep understanding of compliance regulations, and the ability to provide exceptional client service. This role involves daily consultations with clients, quality review of compliance reports, and the leadership of a small team of professionals when needed. If you are a motivated individual with a passion for client service and the ability to thrive in a fast-paced environment, we invite you to join our team as a Senior Benefits Specialist at Resource Benefits Administrators. Help us empower businesses to provide their employees with secure and prosperous retirements.

 

Key Responsibilities:

  • Client Consultations: Conduct daily consultations with clients to provide expert guidance on plan administration, compliance issues, and overall retirement plan management.
  • Compliance Review: Perform quality reviews of compliance reports, ensuring accuracy and adherence to regulatory requirements.
  • Software Proficiency: Utilize FTWilliam software or equivalent to manage plan documents, compliance testing, and other administrative functions.
  • Team Leadership: Lead a small team of benefits professionals as needed, providing mentorship, guidance, and support to ensure high-quality service delivery.
  • Collaboration: Work closely with other departments, including the plan design and consulting teams, to ensure seamless service and client satisfaction.
  • Microsoft Proficiency: Utilize Microsoft software products, including Excel, Word, and Outlook, to manage client data, prepare reports, and communicate with clients and team members.
  • Continuous Improvement: Stay up-to-date with industry trends, regulatory changes, and best practices to continuously improve processes and client outcomes.

 

Qualifications:

  • Bachelor’s degree in a related field or equivalent experience.
  • Minimum of 5 years of experience in retirement plan administration or a related field.
  • Strong working knowledge of FTWilliam software or equivalent.
  • Proficient in Microsoft Excel, Word, and Outlook.
  • Excellent communication and client service skills.
  • Demonstrated ability to lead and mentor a team.
  • Strong analytical and problem-solving abilities.
  • Detail-oriented with a commitment to accuracy and quality.
  • Ability to manage multiple priorities in a fast-paced environment.

 

Preferred Qualifications:

  • ASPPA or other relevant certification(s) preferred.
  • Experience with IRS and Department of Labor correction programs.

 

Benefits:

JRBT offers competitive pay and a full benefits package. Total benefits package includes medical, dental, vision, life and disability insurance as well as a 401(k) plan and Paid Time Off.

 

Job Details:

This position is onsite or remote, non-exempt

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