Remote Retirement Plan Relationship Manager - Unlock Your Potential with a Top-Rated Employer
Join our award-winning team as a Retirement Plan Relationship Manager and thrive in a flexible, hybrid remote environment! As a trusted partner to our clients, you will drive exceptional customer experiences, foster strong relationships, and contribute to the success of our organization. Enjoy a competitive salary, opportunities for growth, and a collaborative culture that values honesty, integrity, and dedication.
We are ERISA Services, a leading provider of retirement plan solutions, and we're seeking a talented professional like you to join our family. As a Top Places to Work award recipient for five consecutive years (2020-2024), we pride ourselves on our unique culture, where every team member feels valued, supported, and empowered to make a difference.
About the Role:
Day-to-day communications with clients, brokers, and CPAs via phone, email, and other channels
Gathering information, sending out annual valuation reports, and delivering Form 5500 and related schedules
Assisting clients with electronic filing, ensuring timely submissions, and tracking plan administration
Reviewing information for completeness, requesting plan amendments, and reviewing plan amendments with clients
Working collaboratively with internal teams and external partners to provide accurate, prompt, and professional administration
Qualifications and Experience:
5+ years of experience in retirement plan administration
Working knowledge of IRS and DOL regulations
Experience with FT Williams Plan Administration and PensionPal (a plus)
Above-average customer service and problem-solving skills
Ability to establish priorities, meet deadlines, and work extended hours as needed
QKA Professional designation (desired or obtainable)
What We Offer:
A competitive salary and opportunities for growth
A flexible, hybrid remote work arrangement
A collaborative, dynamic culture that values honesty, integrity, and dedication
Professional development opportunities to enhance your skills and knowledge
A chance to work with a top-rated employer, recognized as a Top Places to Work for five consecutive years
How to Apply:
Apply Now
Join Our Team and Grow Your Career!
Apply Now
We are ERISA Services, a leading provider of retirement plan solutions, and we're seeking a talented professional like you to join our family. As a Top Places to Work award recipient for five consecutive years (2020-2024), we pride ourselves on our unique culture, where every team member feels valued, supported, and empowered to make a difference.
About the Role:
Day-to-day communications with clients, brokers, and CPAs via phone, email, and other channels
Gathering information, sending out annual valuation reports, and delivering Form 5500 and related schedules
Assisting clients with electronic filing, ensuring timely submissions, and tracking plan administration
Reviewing information for completeness, requesting plan amendments, and reviewing plan amendments with clients
Working collaboratively with internal teams and external partners to provide accurate, prompt, and professional administration
Qualifications and Experience:
5+ years of experience in retirement plan administration
Working knowledge of IRS and DOL regulations
Experience with FT Williams Plan Administration and PensionPal (a plus)
Above-average customer service and problem-solving skills
Ability to establish priorities, meet deadlines, and work extended hours as needed
QKA Professional designation (desired or obtainable)
What We Offer:
A competitive salary and opportunities for growth
A flexible, hybrid remote work arrangement
A collaborative, dynamic culture that values honesty, integrity, and dedication
Professional development opportunities to enhance your skills and knowledge
A chance to work with a top-rated employer, recognized as a Top Places to Work for five consecutive years
How to Apply:
Apply Now
Join Our Team and Grow Your Career!
Apply Now