Job Description

LOCATION: Hybrid – 8 days a month in the office (see locations on the posting)

OVERVIEW

The job involves assisting managed services customers in a back-office capacity with retirement plan administration duties using ftwilliam.com software, as well as supporting other teams as needed.

RESPONSIBILITIES

ftwilliam.com provides administrative, document, and compliance software for retirement plan service providers. This specialist supports managed services by performing retirement plan administration using ftwilliam.com software. This position requires that the individual: Assist with retirement plan administration for managed services customers Run eligibility calculations and required testing, including but not limited to 402g, 415, ADP/ACP, and run new compensation allocations as requested for plans with both a daily RK and pooled/SDBAs Work closely with management and sales during the initial sale to address questions on managed services Assist with other duties as time permits

QUALIFICATIONS

Education: Two-year degree or comparable industry experience Experience with ftwilliam.com preferred At least 3 years of relevant experience preferred Retirement plan administration experience is required

OTHER KNOWLEDGE, SKILLS & ABILITIES

Excellent customer service skills, including superior written and verbal communication skills Strong analytical and problem-solving skills Ability to manage multiple projects concurrently

TRAVEL:

Less than 5% travel required to various office locations. #LI-Hybrid Applicants may be required to appear onsite at a Wolters Kluwer office during the recruitment process. Compensation: Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $91,600 - $126,800 Additional Information: Wolters Kluwer offers a variety of competitive benefits to support work-life balance, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance, Paid Time Off, and Parental Leave. Full details are available upon request. #J-18808-Ljbffr Wolters Kluwer

Job Tags

Work at office,

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