Retirement Plan Administrator

hace 1 mes


San José, San José, Costa Rica Raymond James Financial, Inc. A tiempo completo

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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