Associate Plan Manager

Essential Duties and Responsibilities:

• Accurately prepare daily transactions for trade file processing to meet daily cutoff times

• Responsible for proactive communication with clients and peersregardingall aspects of service delivery and client transactions

• Respond to client inquires in a prompt and professional manner

• Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiringadditionalresearch and analysis

• Ensure all plan activityis in compliance withplan documents and applicable regulations

• Perform other duties asrequired

Knowledge, Skills, and/or Abilities:

• Detail oriented withdemonstratedproblem solving skills

• Strong oral and written communication skills

• Superior communication and interpersonal skills

• Ability to work in a team environment, andpossessa strong desireto learn and grow within the organization

• Proficiencyin Excel,Wordand Outlook

Education and/or Experience:

* Bachelor's degree in accounting, business or mathematics, or equivalent background and experience

* Prior experience with retirement and/or 401(k) plans is preferred, but notrequired

Certificates, Licenses, Registration:Nonerequired

Physical Demand:Thephysical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employeeis regularly required tosit; use hands to handle or feel and talk or hear. The employee isfrequentlyrequired to reach with hands and arms. The employeeis occasionally required tostand and walk. Specific vision abilities required by this job include close vision and distance vision.