Retirement Plan Administration Support Specialist

🔥 2 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 17%

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.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Aquila

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

🏢 Enterprise

SaaS • Enterprise

Aquila is a company dedicated to partnering with software operators to enable their transition and achieve lasting success. They focus on backing category leaders in the software industry, facilitating their growth and development towards new heights. Aquila's mission emphasizes a long-term commitment to supporting these operators in realizing their full potential.

📋 Description

• Respond to retirement plan administrators and industry professionals through phone, email, and the support ticketing system • Help customers navigate software functionality, understand results, and resolve day-to-day administration issues • Investigate questions involving qualified retirement plan calculations, compliance testing, contributions, distributions, and regulatory requirements • Research unfamiliar scenarios and determine the correct administration result • Identify and document software issues, bug reports, and enhancement requests • Collaborate with the development team on software fixes, new features, and legislative changes • Test and validate software fixes, new functionality, and regulatory updates before customer release • Evaluate software results across different administration scenarios and provide feedback • Contribute to release notes, written resources, training materials, and webinars • Report to the Director of Customer Experience

🎯 Requirements

• Hands-on experience administering U.S. qualified retirement plans • Strong understanding of qualified retirement plans, including compliance testing, contributions, distributions, and plan documentation • Familiarity with ERISA and regulatory developments such as SECURE 2.0 • Knowledge of defined contribution plans • Experience with retirement plan administration software • Comfort working with spreadsheets to review calculations and validate results • Ability to investigate complex questions, unexpected results, and discrepancies • Ability to explain complex retirement plan concepts and software functionality clearly to customers • Ability to work independently and collaborate with support and development colleagues • Interest in technology and learning new software • Experience with defined benefit or cash balance plans is an asset • Familiarity with CalcAir, DATAIR, Relius, ASC, FT Williams, or similar platforms is an asset • Familiarity with ticketing systems such as TeamSupport is an asset • Industry designations such as QKA, QPA, APA, or ERPA are an asset but not required • Must be based in the United States • Ability to work an eight-hour shift within customer support hours of 8:00 a.m. to 5:30 p.m. Central Time

🏖️ Benefits

• Fully remote work arrangement • Career development opportunities and potential pathways into senior support, product, or other customer-facing roles • Exposure to Aquila’s broader network of software companies and potential career opportunities • Virtual interview process • Interview accommodations available on request • Equal employment opportunity and diversity and inclusion commitment

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