Job Description
LOCATION: Hybrid – 8 days a month in the office (see locations on the posting)
OVERVIEW
This role involves assisting managed services customers with retirement plan administration duties using ftwilliam.com software, as well as supporting other teams as needed.
RESPONSIBILITIES
The specialist supports managed services by performing retirement plan administration using ftwilliam.com software, including:
Assisting with retirement plan administration for managed services customers
Running eligibility calculations and required testing (e.g., 402g, 415, ADP/ACP), and processing new compensation allocations for plans with daily RK and pooled/SDBAs
Collaborating with management and sales during initial sales to address questions about managed services
Performing other duties as time permits
QUALIFICATIONS
Education: Two-year degree or comparable industry experience
Experience with ftwilliam.com preferred
At least 3 years of relevant experience preferred
Retirement plan administration experience required
OTHER KNOWLEDGE, SKILLS & ABILITIES
Excellent customer service skills, including superior written and verbal communication
Strong analytical and problem-solving skills
Ability to manage multiple projects concurrently
TRAVEL: Less than 5% travel to various office locations required.
#LI-Hybrid
Applicants may need to appear onsite at Wolters Kluwer offices during recruitment.
Compensation:
Target salary range for CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $91,600 - $126,800
Additional Information:
Wolters Kluwer offers competitive benefits including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance, Paid Time Off, and Parental Leave. Full benefits details available upon request.
#J-18808-Ljbffr Wolters Kluwer
Job Tags
Work at office,