LOCATION: Hybrid – 8 days a month in the office (see locations on the posting)

OVERVIEW

The job is to assist managed services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com software as well as help out other teams as needed.

RESPONSIBILITIES

ftwilliam.com provides administrative, document and compliance software for retirement plan service providers. This specialist supports with managed services by performing retirement plan administration using the ftwilliam.com software.

This position requires that the individual:

• Assist with retirement plan administration for managed services customers
• Run eligibility calculations, required testing included but not limited to 402g, 415, ADP/ACP, and run new comp allocations as requested for plans with at both a daily RK and pooled/SDBAs
• Work closely with management and sales during the initial sale, to help with questions on managed services
• Assist with other duties as time permits

QUALIFICATIONS

Education: Two-year degree or comparable Industry experience

• Experience with ftwilliam.com preferred
• At least 3 years experience preferred
• Must have retirement plan administration experience

OTHER KNOWLEDGE, SKILLS & ABILITIES

• Excellent customer service skills, including superior written and verbal communication skills
• Analytical and problem-solving skills
• Ability to manage multiple concurrent projects

TRAVEL: Less than 5% travel required to our various office locations.

#LI-Hybrid

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Additional Information:

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.