Century Business Services

Senior Account Manager | Retirement Plan Administrator

Century Business Services • $75K — $95K *
North Canton, OH 44720In-Person
Finance & Insurance
5 - 7 years of experience
Reposted 6 days ago
Job Overview by Ladders

Qualifications

  • High School Diploma or GED.
  • Minimum five years in retirement plan administration and compliance.
  • Advanced understanding of industry concepts and practices.
  • Expert in laws, regulations, and standards affecting the field.
  • Effective use of technology and MS Office Suite.
  • Strong initiative and leadership capabilities.
  • Coaching experience and excellent interpersonal skills.

Responsibilities

  • Serve as primary client contact for assigned business operations.
  • Conduct compliance testing and related requirements.
  • Reconcile assets and prepare Form 5500 and its schedules.
  • Calculate employer contributions and minimum distributions for clients.
  • Resolve client inquiries on compliance, tax reporting, audits, and contracts.
  • Maintain high service quality to promote client retention.
  • Collaborate with internal teams to share accurate information.

Benefits

  • Professional development opportunities and career growth.
  • Dynamic work environment promoting teamwork and collaboration.
  • Supportive company culture valuing employee contributions and recognition.
Full Job Description
Job Description

#LI-JSS #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties
  • Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
  • Perform all required Compliance Testing and related items
  • Reconciles assets, prepare Form 5500 and all schedules
  • Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
  • Respond to Plan sponsors in a professional and timely manner concerning issues or questions
  • Promote client retention and identify opportunities to build existing relationships through timely service quality
  • Resolve complex situations or requests
  • Achieve service goals established by department
  • Additional responsibilities as assigned

Preferred Qualifications
  • Bachelor's degree in Accounting, Finance, Business, or related field
  • 5+ years of retirement plan administration or compliance experience
  • Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation
  • Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration
  • Experience reviewing or auditing the work of others for accuracy and compliance
  • Familiarity with FT William software used for 5500 and compliance
  • Proficiency with retirement plan administration systems and Microsoft Excel
  • QKA, QPA ASPPA credentials, or progress toward certification


Qualifications

Minimum Qualifications
  • High School Diploma or GED
  • At least five years of professional, retirement plan administration, and compliance experience
  • Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
  • Possesses expert knowledge of pertinent laws, regulations, and professional standards
  • Expert use of applicable technology
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
  • Experience performing work that requires initiative and leadership skills
  • Experience in coaching and teaching others
  • Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
  • Ability to anticipate and elicit customer needs
  • Ability to self-learn and develop business and technical knowledge quickly
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
  • Ability to travel as necessary


About Century Business Services

Century Business Services is a holding company that provides a range of business services to small and medium-sized businesses. The company's subsidiaries offer services such as payroll processing, human resources management, and employee benefits administration. Century Business Services was founded in 1996 and is headquartered in Denver, Colorado.
Learn more about Century Business Services
Size
6,000 employees
Market Cap
$2.3 billion
Industry
Business Services
Net Income
$78.3 million
Founded
1987
5 Year Trend
+6.7%
Revenue
$963.9 million
NASDAQ
CBZ
* Ladders Estimates

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