Job Description

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

OVERVIEW

This role involves assisting managed services customers with retirement plan administration duties using ftwilliam.com software, as well as supporting other teams as needed.

RESPONSIBILITIES

ftwilliam.com provides administrative, document, and compliance software for retirement plan service providers. The specialist supports managed services by performing retirement plan administration using this software. This position requires the individual to: Assist with retirement plan administration for managed services customers. Run eligibility calculations and required testing, including but not limited to 402g, 415, ADP/ACP, and process new comp allocations for plans with daily RK and pooled/SDBAs. Collaborate with management and sales during initial sales to address 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 of relevant experience preferred. Retirement plan administration experience is required.

OTHER KNOWLEDGE, SKILLS & ABILITIES

Excellent customer service skills, including superior written and verbal communication skills. Strong analytical and problem-solving skills. Ability to manage multiple projects simultaneously. TRAVEL: Less than 5% travel required to various office locations. #LI-Hybrid Applicants may be required to appear onsite at a Wolters Kluwer office during the recruitment process. Compensation: Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $91,600 - $126,800 Additional Information: Wolters Kluwer offers a wide array of benefits, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance, Paid Time Off, and Parental Leave. Full details are available upon request. #J-18808-Ljbffr Wolters Kluwer

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