Job Description

:

Description:

The Associate Manger is responsible for providing guidance and leadership to a team of Client Services Team Leads & Client Relationship Managers for the purpose of achieving high quality client service.

Responsibilities:

Serve as primary contact for Team Leads and CRMs Respond, coordinate and track escalated client issues Support the change process to achieve intended organization and cultural outcomes Recommend and implement procedure/process improvements to increase production and quality of work Assist with the development of training for staff members & Team Leads including the coordination of the training schedule and relaying training needs to our Manager of Client Services Generate & monitor reports for productivity and work tray management in Vivantio & Pension Pro Complete daily maintenance items within Vivantio Assist with coordination of off shore resources Prepare & deliver performance appraisals for a team of Client Relationship Managers Coordinate with Manager & Leads plan assignments to align with current business model Prepare production & metric reports and present information to our Director & Manager of Client Services on a timely basis Leading and/or supporting key projects that seek to enhance existing service and operational models within TRA Maintain awareness of the laws, regulations, internal policies and procedures appropriate for this position Outstanding TRA Corporate Citizen dedicated to maintaining TRAs reputation at all times in the communities we touch Perform other job related duties and special projects as assigned

Experience and Skills:

Qualifications:

Bachelors Degree (or equivalent experience) 5+ years of defined contribution plan administration experience Strong communication skills, both written and verbal Understanding of regulatory aspects of defined contribution plan administration and other defined contribution regulatory issues involving ERISA and IRS Revenue Rulings Strong organizational and problem solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast paced environment ASPPA QKA or ERPA designation, or approved equivalent, preferred

Job Benefits:

TRA, Inc. offers a full benefits package, generous PTO program, and professional development opportunities.



From: The Retirement Advantage, Inc. (TRA)