What are the responsibilities and job description for the Retirement Plan Administrator position at NORTHWESTERN WISCONSIN ASSOCIATES, INC?
Company Description
NORTHWESTERN WISCONSIN ASSOCIATES, INC is an established qualified plan administration firm located in Wausau, Wisconsin. The company provides a range of services and maintains a reputation for financial expertise and client-focused solutions. As a small business, it is committed to maintaining personalized relationships with clients across various industries. The organization is dedicated to delivering high-quality financial services with a professional and meticulous approach.
Role Description
This is a full-time position for a Retirement Plan Administrator. The role entails assisting clients with retirement plans, ensuring compliance with applicable regulations, and accurately managing defined contribution and benefit plans. The Retirement Plan Administrator will also provide exceptional customer service, resolve client inquiries, and collaborate with internal teams to support financial planning strategies and retirement solutions.
Qualifications
- Proficiency in Retirement Planning and expertise in Defined Contribution plans
- Knowledge and experience with Defined Benefit plans and Finance
- Strong Customer Service skills with a focus on client satisfaction and problem resolution
- Detail-oriented with excellent organizational and time management skills
- Ability to analyze data and ensure compliance with regulatory standards
- Strong verbal and written communication skills
- 3 years of experience in administration.