Company: IRALOGIX, Inc. Position: Plan Administrator
Location: Pittsburgh, PA / Charlotte, NC / SLC, Utah, Milwaukee Job Type: Full-Time/ExemptIndustry: Retirement Services/FinTech Software Travel: 0%-5%
IRA
LOGIX
is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible while significantly lowering administration costs and increasing efficiency, profitability, and competitiveness, far beyond industry expectations.
Role:
As a
PLAN ADMINISTRATOR
reporting directly to the Chief Operating Officer,
your key objectives will be to play a crucial role in facilitating the safe harbor rollover process, managing plan sponsor agreements, and assisting with IRA plan setups.
Location:
This is a remote position, but candidates must reside within a 2-hour drive of either Pittsburgh, PA, Charlotte, NC, Milwaukee, WI or Salt Lake City, UT. Occasional travel to one of these cities will be required.
Responsibilities:
The essential responsibilities and duties for this position include, but are not limited to, the following:
- Track and send plan sponsor agreements for new automatic rollover IRAs and/or plan terminations; working with the advisor and recordkeeper to prepare 30-day notices, transfer data, and issue funding.
- Track all new voluntary rollover IRAs; managing incoming wire logs; working with recordkeepers directly to resolve any issues that may arise.
- Assisting with all new SIMPLE and SEP IRA plan setups.
- Maintain a working knowledge of government regulations as they pertain to IRAs.
- Manage a caseload of workplace IRA programs.
- Partner with the reconciliation team to identify and correct any account reconciliation items.
- Additional responsibilities as assigned.
Required Skills/Abilities:
- Extremely detail-oriented
- Excellent mathematical, analytical, and organizational skills
- Highly self-motivated and directed
- Ability to work independently as well as in a team environment
- Ability to conscientiously and professionally fulfill your assigned responsibilities
Education and Experience:
- A minimum of 3 years of 401(k) Recordkeeping experience
- Experience working with advisors is a plus
- Proficient in Microsoft Office products, especially Excel
- Strong communication skills
- Must be US Citizen, Permanent Resident, or eligible to work in the US permanently
IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D
