Manager, Plan Operations
Pentegra Services, Inc.
Pentegra Services, Inc.
White Plains, NY White Plains, NY Full-time Full-time $80,000 - $95,000 a year $80,000 - $95,000 a year 2 days ago 2 days ago 2 days ago Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position.
Job
Summary:
Manage Team to successful completion of Team objectives.
Manage Team to promote the well-being of all Team Members.
Always promote & strive for superior customer service, high quality standards on deliverables, and the consistent meeting of quotas.
Responsibilities:
Initial point of contact for all Team related matters Responsible for management of and assistance with all/select areas below Account management- client facing activities and services Compliance testing and calculations- and other related activities Assist client with matters of distributions, quality control & trust accounting Maintain high level of professionalism with staff, clients & advisors Illustrate positive attitude and invoke Team Player ethic in all situations Able to work independently & exercise good judgement in decision making Oversee work flow and Team obligations Ensure staff has necessary tools to meet all expectations of their jobs Standards enforced for quality and turnaround times Responsible for all deadlines related to Team's responsibilities Confirm 5500 filings each month (and 5558s when applicable) Manage processing of Testing and Calculations to meet client deadlines Ensure internal deadlines for projects and quotas are met Handle/supervise all client and broker complaints to conclusion Manage staff PTO requests & special work time requests to ensure coverage Manage staff work times, behavior, conduct and actions to Pentegra standards Ensure all policy/procedures are adhered to Create Performance Improvement Plan (PIP) when an issue is identified Troubleshoot / problem resolution - recommend new procedures when needed Attend Client/Broker meetings as needed Completed special projects as assigned Requirements:
5
years of experience In Retirement Plan Administration Experience managing others preferred (managing EEs remotely a plus) Ability to manage responsibilities up and down the reporting chain Knowledge of defined contribution plans testing and compliance Experience with Multiple Employer Plans (MEPs) preferred 3(16) Fiduciary Services knowledge a plus Excellent Client Relationship, Communication and Organizational skills Problem solving ability & ability to work in fast paced team environment Working knowledge of Microsoft office (excel, word, outlook) Working knowledge of Relius compliance, FT Williams Gov forms & Salesforce a plus ASPPA designations a plus or be willing to obtain designations.
Estimated Salary: $20 to $28 per hour based on qualifications.
Pentegra Services, Inc.
White Plains, NY White Plains, NY Full-time Full-time $80,000 - $95,000 a year $80,000 - $95,000 a year 2 days ago 2 days ago 2 days ago Base salaries are determined during our interview process, by assessing a candidate's experience, skills against internal peers and against the scope and responsibilities of the position.
Job
Summary:
Manage Team to successful completion of Team objectives.
Manage Team to promote the well-being of all Team Members.
Always promote & strive for superior customer service, high quality standards on deliverables, and the consistent meeting of quotas.
Responsibilities:
Initial point of contact for all Team related matters Responsible for management of and assistance with all/select areas below Account management- client facing activities and services Compliance testing and calculations- and other related activities Assist client with matters of distributions, quality control & trust accounting Maintain high level of professionalism with staff, clients & advisors Illustrate positive attitude and invoke Team Player ethic in all situations Able to work independently & exercise good judgement in decision making Oversee work flow and Team obligations Ensure staff has necessary tools to meet all expectations of their jobs Standards enforced for quality and turnaround times Responsible for all deadlines related to Team's responsibilities Confirm 5500 filings each month (and 5558s when applicable) Manage processing of Testing and Calculations to meet client deadlines Ensure internal deadlines for projects and quotas are met Handle/supervise all client and broker complaints to conclusion Manage staff PTO requests & special work time requests to ensure coverage Manage staff work times, behavior, conduct and actions to Pentegra standards Ensure all policy/procedures are adhered to Create Performance Improvement Plan (PIP) when an issue is identified Troubleshoot / problem resolution - recommend new procedures when needed Attend Client/Broker meetings as needed Completed special projects as assigned Requirements:
5
years of experience In Retirement Plan Administration Experience managing others preferred (managing EEs remotely a plus) Ability to manage responsibilities up and down the reporting chain Knowledge of defined contribution plans testing and compliance Experience with Multiple Employer Plans (MEPs) preferred 3(16) Fiduciary Services knowledge a plus Excellent Client Relationship, Communication and Organizational skills Problem solving ability & ability to work in fast paced team environment Working knowledge of Microsoft office (excel, word, outlook) Working knowledge of Relius compliance, FT Williams Gov forms & Salesforce a plus ASPPA designations a plus or be willing to obtain designations.
Estimated Salary: $20 to $28 per hour based on qualifications.
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