About the role
If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you!
Overview of the Position:
Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees!
What AFS Offers You:
This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
What You will Be Doing: • Maintaining client and advisor relationships with a high client retention rate • Maintaining a caseload of about 90 – 110 full-service partner level clients • Managing and prioritizing workload towards weekly goals in a results-oriented team environment • Working with other TPAs, recordkeepers, and advisors to ensure a great client experience • Performing work according to AFS policies and procedures • Consulting with clients regarding plan operation and design • Identifying and assisting in resolving issues related to plan administration • Monitoring recordkeeper message boards • Monitoring notice deadlines and ensuring notices are distributed timely • Reviewing and approving participant transactions • Reviewing annual non-discrimination testing • Reviewing and electronically filing the Form 5500 and other government forms
About You: • Five or more years of 401(k) plan administration experience • Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing • NIPA credential, ASPPA credential, or a 4-year college degree • Excellent written and verbal communication skills • Excellent time management, organizational skills, and ability to multi-task • Ability to proactively and independently manage a book of business • High level of critical thinking • Committed to lifelong learning and coachable • Must have a clean background check (including a clean credit history check)
Compensation and Benefits: • Base Salary $70,000 - $95,000 • Salaried, non-exempt • Medical, dental, disability, and life insurance • Paid time off • 401(k) plan with employer match
Work Location/Hours: • Work from home • Must work from USA and be authorized to work for any US employer • We will supply all necessary computer equipment • 37.5-hour work week • You may choose a start time between 7:30 am and 8:30 am
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