Offer summary
Qualifications:
Five or more years of 401(k) plan administration experience, Superior knowledge of ADP/ACP testing, NIPA credential, ASPPA credential, or a 4-year college degree, Excellent written and verbal communication skills, Strong organizational and time management skills.
Key responsabilities:
- Maintain client and advisor relationships
- Manage a caseload with ADP and Safe Harbor plans
- Demonstrate superior client service consultation
- Document all client interactions in the system
- Expand professional knowledge through seminars