Retirement Plan Analyst

Key responsibilities: Administer retirement plans and prepare annual reports and documentation Communicate effectively with clients, financial advisors, and internal teams to address inquiries and provide exceptional service Review plan data for accuracy and compliance while managing multiple tasks and deadlinesRequired qualificationsBachelor's degree, ASPPA credentials, or equivalent combination of education and experience Strong organizational skills with the ability to manage several projects simultaneously Proficiency in Microsoft Office 365 Some understanding of retirement plan administration and IRS rules is beneficial but not mandatory Excellent customer service skills and capability to collaborate with a team