Account Manager

Columbia, SC

Post Date: 11/17/2017 Job ID: 10279 Industry: Admin

Account Manager

West Columbia



Third party administer that provides recordkeeping and administrative services for retirement plans for various organizations. HAS, medical, dental, vision, and other benefits once perm.



8am-5pm

Monday through Friday

Temp to Hire

$15.50-$19.23/hour



Job Duties

  • Communicate with Plan Sponsors and Brokers on a regular basis



  • Review plan documents and system specifications



  • Oversaw the plan activity and assure compliance with regulatory and internal procedures



  • Able to identify and implement solutions for complex plans



  • Assist participants with plan enrollment, complex relationship issues, pre-and post year procedures



  • Advise plan sponsors on the correct application of procedures and communications.



  • Identify potential in advance and proactively communicate solutions with the plan sponsors.



  • Ensure account procedures and online applications are in compliance with the plan documents and operational needs.



  • Review and determine certain operational factors such as top-heavy status, testing control group, family relationship issues, pre and post year-end procedures to be discussed with Plan Sponsors.



Requirements

  • 4-year degree in finance or accounting



  • 0-1 years if experience



  • Intermediate proficiency with Microsoft Office, specifically Excel (sorting data and using basic formulas)



  • Excellent written and verbal communication skills



  • Experience with database and database management



  • Strong attention to detail









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