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Retirement Plan Administration Support Specialist

🔥 5 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

Where this job comes from

Posted on Aquila's careers page, not through a job board

First seen by Remote Rocketship 5 minutes ago

Logo of Aquila

Aquila

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 via phone, email, and 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 correct administration results • 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 defined benefit or cash balance plans is an asset • Experience using retirement plan administration software • Familiarity with platforms such as CalcAir, DATAIR, Relius, ASC, FT Williams, or similar systems is an asset • Comfortable using spreadsheets to review calculations and validate results • Ability to investigate complex questions, unexpected results, and software issues • Ability to explain 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 • 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 • 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 and growth opportunities • Exposure to a broader network of software companies and potential career opportunities • Virtual interview process • Reasonable accommodations available on request

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