Senior Account Manager – Retirement Plan Administrator

🕒 June 1

🏢🏡 Dallas – Hybrid

⏰ Full Time

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 57%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 167 days.
• Jobs at this company usually fill in 34 days.
• Reposted once.
• No salary listed.

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Serve as the primary contact for an assigned block of business and ensure overall client satisfaction • Perform required compliance testing and related activities • Reconcile assets and prepare Form 5500 and all schedules • Prepare employer contribution allocations, required minimum distributions, and Qualified Domestic Relations Orders • Respond to plan sponsors professionally and promptly regarding issues and questions • Promote client retention and identify opportunities to build existing relationships through timely, quality service • Resolve complex situations and requests • Achieve department-established service goals • Perform additional responsibilities as assigned

🎯 Requirements

• High School Diploma or GED • At least five years of professional, retirement plan administration, and compliance experience • Advanced knowledge of industry and professional concepts, principles, practices, and procedures • Expert knowledge of pertinent laws, regulations, and professional standards • Expert use of applicable technology • Proficiency with MS Office Suite (Outlook, Word, Excel, PowerPoint), Concur, and Skype • Experience requiring initiative and leadership skills • Experience coaching and teaching others • Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) • Ability to anticipate and elicit customer needs • Ability to self-learn and quickly develop business and technical knowledge • Comfortable working with quick turnaround times and deadlines • Excellent communication skills and ability to interact effectively with individuals at all organizational levels • Ability to travel as necessary • Bachelor's degree in Accounting, Finance, Business, or related field (preferred) • Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation (preferred) • Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration (preferred) • Experience reviewing or auditing others' work for accuracy and compliance (preferred) • Familiarity with FT William software (preferred) • Proficiency with retirement plan administration systems and Microsoft Excel (preferred) • QKA, QPA ASPPA credentials, or progress toward certification (preferred)

🏖️ Benefits

• Opportunities to grow personally and professionally throughout your career • Hybrid work arrangement

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