Team Lead, Administration Services
Skills
ActuariesAdministrationBusiness Process ImprovementBusiness Relationship ManagementCompliance TestingCritical ThinkingIRS
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment
- Active ASPPA or NIPA professional designation such as QKA QPA CPC APA APR or equivalent
- Minimum 2 years leading reviewing and managing the work of other retirement plan administrators
- Strong knowledge of ERISA IRS and Department of Labor regulations governing qualified retirement plans
- Excellent client relationship management and communication skills
- Strong analytical mathematical and accounting aptitude
- Proven ability to prioritize competing deadlines with exceptional attention to detail
- Excellent written and verbal communication skills
- Strong problem-solving and critical thinking abilities
- Commitment to delivering high-quality work and continuously improving processes
- Proficiency with Microsoft Office Suite particularly Excel Outlook and Word
Nice to have
- Technical leadership
- Client-focused
- Detail-oriented
- Collaborative
- Process improvement mindset
- Mentoring ability
Day to day
- Lead and coach a team of retirement plan administrators while maintaining accountability for quality, productivity, and compliance deadlines.
- Oversee qualified retirement plan administration and annual compliance work, including reviewing technical deliverables and resolving complex client issues.
- Partner with clients and internal specialists to manage census data, compliance testing, Form 5500 preparation, onboarding, and process improvements.