Account Manager | Retirement Plan Administrator

#LI-JSS #LI-Hyrbid

Essential Functions and Primary Duties

Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business

Perform all required Compliance Testing and related items

Reconciles assets, prepares Form 5500 and all schedules

Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders

Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines

Respond to Plan sponsors in a professional and timely manner concerning issues or questions

Promote client retention and identify opportunities to build existing relationships through timely service quality

Provide value-add solutions to increase operational efficiencies

Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues

Resolve complex situations or requests

Attend client meetings and prepare materials for meetings

Achieve service goals established by department

Additional responsibilities as assigned

Preferred Qualifications

Bachelor's degree

Familiarity with FT William software used for 5500 and compliance

Minimum Qualifications

High School Diploma or GED

At least three years of professional, retirement plan administration, and compliance experience

Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures

Possesses comprehensive knowledge of pertinent laws, regulations, and professional standards

Proficient use of applicable technology

Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)

Experience performing work that requires initiative and leadership skills

Pursuing Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)

Ability to anticipate and elicit customer needs

Ability to self-learn and develop business and technical knowledge quickly

Motivated team player with demonstrated interpersonal skills

Comfortable working with quick turnaround times and deadlines

Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization

Ability to travel as necessary

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.