Senior Account Manager | Retirement Plan Administrator

CBIZBoca Raton, FloridaHybridFull-timeSenior, 5–8 yearsListed 20 hours ago

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About this role

#LI-JSS #LI-Hybrid

Minimum Qualifications

- High School Diploma or GED
- At least five years of professional, retirement plan administration, and compliance experience
- Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
- Possesses expert knowledge of pertinent laws, regulations, and professional standards
- Expert 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
- Experience in coaching and teaching others
- 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