Responsible for the oversight of all personnel-related issues and providing assistance to our clients personnel-related issues, if necessary. Assist in the transfer of employee benefit plan records to the plan sponsor or administration and termination of employee benefit plans, as instructed by the client. Must be a qualified 401(K) administrator and hold an ASPPA certification.
a. Four year business, accounting, or other equivalent degree or five years relevant industry or regulatory experience
b. Two years managerial/supervisory experience in the financial or mortgage services’ industries in the functional area(s) the Manager is assigned to manage
c. Skilled in written and oral communications
d. Ability to deal and communicate effectively with individuals at all levels
e. Experience in policy and procedure development and implementation
f. Ability to conduct training programs, internally and externally