LOCATION: Hybrid – 8 days a month in the office. See locations listed 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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

ftwilliam.com provides administrative, document, and compliance software for retirement plan service providers. You will support managed services by performing retirement plan administration using the ftwilliam.com software. This position requires you will:

• Assist with retirement plan administration for managed services customers.
• Work closely with management and sales during the initial sale, to help with questions on managed services.

QUALIFICATIONS

Education: Two-year degree or equivalent, comparable Industry experience

Experience:

• 2+ years of retirement plan administration experience.
• Willingness to expand industry knowledge and to earn an ASPPA or NIPA credential.
• Proficiency in standard business software applications.
• Analytical, problem-solving skills, and the ability to work across concurrent projects.

Preferred Experience

• Experience with ftwilliam.com software.
• Experience with retirement plan documents.

TRAVEL: < 5% minimal travel to office locations for occasional team meetings.

#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.