Retirement Plan Administrator
hace 1 mes
About the Role
We are seeking a skilled Retirement Plan Administrator to join our team at Raymond James Financial, Inc. In this role, you will be responsible for the administration of a select group of qualified retirement and health reimbursement plans.
Key Responsibilities
- Assist to manage a select group of Defined Contribution Retirement and Health Reimbursement Plans
- Oversee day-to-day administration, compliance documents and notices, and annual audits
- Assist to manage retirement plan cash flow
- Monitor and process daily transactions and data collection, including Loan, Distribution, Contributions, and Enrollment transactions
- Handle benefit payment requests with accuracy
- Explain retirement plan features with clients and their employees
- Handle Health Reimbursement claim review, approval, and payment processing
- Perform project tasks independently
- Anticipate client needs and formulate solutions to client issues
- Prepare and review deliverables for accuracy and quality
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