Copy of 401(k) Client Relationship Manager at Employee Fiduciary, LLC

Mobile, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Oct, 26

Salary

0.0

Posted On

14 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Excel, Relius, Pension Pal, Client Relationship Management, Qualified Plan Regulations, Financial Reporting, Plan Audits, Organizational Skills, Communication Skills, Time Management

Industry

Financial Services

Description

Description Employee Fiduciary, LLC is a professional services firm experiencing rapid growth. Our company has been profiled in Money magazine and is a leading provider of low-cost 401(k) plans to small and mid-sized businesses. Employee Fiduciary is currently seeking a 401(k) Client Relationship Manager for our Plan Administration Department. Our Plan Administration Department establishes new clients on the Employee Fiduciary systems. Our Plan Administration Department acts as the single point of contact for information about a client's plan. Client Relationship Managers answer client questions and keep them up to date on matters affecting their plan. This position is based out of our Mobile, AL office and reports to the Director of Plan Administration. This position is eligible to participate in the Company’s standard benefit plans, including medical, dental, vision, group life, 401(k), FSA, and more. This position is an excellent opportunity for the right candidate to begin a career in the 401(k) industry. This is an entry level position and training will be provided at our Mobile, AL office. Essential Functions: (must be able to perform these functions, with or without a reasonable accommodation). Serves as the primary point of contact for Employee Fiduciary clients. Responds to client inquires within stated service standards. Maintains a working knowledge of qualified plan regulations and Employee Fiduciary procedures. Manages the receipt of the client information necessary to complete year-end testing and the Form 5500. Timely escalates inquiries or issues to the appropriate parties when necessary. Assists clients in the use of the sponsor and/or participant websites, including payroll uploads. Supports financial advisor requests for reports and fund availability. Interprets plan document provisions for clients. Keeps clients/advisors up to date on upcoming legislation. Provides reports and support for year-end plan audits. Maintains a caseload of up to 200 plans. Attends bi-weekly meetings with team. Requirements Skills, Knowledge and Abilities: (these are required to enable job holder to perform the essential functions of the job). A strong proficiency in the use Microsoft Office software with advanced knowledge in Excel. A strong proficiency in the use of Relius and Pension Pal software and the ability to train others their use. An expert understanding of department processes, procedures and standards. Ability to interact cordially and productively with all company employees. Ability to handle multiple tasks effectively. Ability to work under pressure and to prioritize. Excellent organizational skills. Ability to use general office equipment including computer keyboard by touch, voice mail system, copy machine, and printers. Ability to proficiently read, write and communicate clearly in English. Ability to maintain an effective working relationship with, and among employees. Effective communications skills with ability to handle difficult people or situations. Be a role model to team and others throughout company. Ability to make logical, cost effective decisions based on the financial stability of the company. Experience and Education Requirements: General business, accounting or finance degree preferred. Five years related work experience and accounting classes may be substituted for degree. Advanced knowledge of Microsoft Excel required. Prior experience with Relius or similar software is a plus.

Responsibilities

Serves as the primary point of contact for 401(k) clients, answering inquiries and providing updates on plan matters. Manages year-end testing, Form 5500 data collection, and supports financial advisor requests.