Pension Administrator, Sr. jobs in Washington

Please note that we will begin contacting qualified candidates on 6/14.

Pension Plan Specialists is looking for our next great employee! We would love to speak to you if you have a passion for providing exceptional customer service, are reliable, and are excited to start the next chapter of your career. We offer incredible benefits where we PAY 100% FOR EMPLOYEE MEDICAL, DENTAL, AND VISION COVERAGE!!!!

We are seeking an individual with experience in an office environment with excellent customer service skills. A background in financial services is a plus. This job entails helping clients with day-to-day retirement questions through phone and email, assisting with processing loans and distributions from retirement plans, working with several investment companies and assisting financial advisors with questions. Candidates should be able to work alone, as well as work in a team environment. The ideal candidate is upbeat and able to work with a variety of personalities in a fast-paced environment. This role is M-F, and typically 8 hours/day during standard business hours. Occasional OT is needed to meet the needs of our clients during busy times.

We will begin training this position on processing loans and distributions behind the scenes, and then once up and running at a good speed, this role will transition to a client-facing position where there is more outside communication and interaction directly with clients and advisors. This transition generally happens anywhere between 9-12 months after hire, once the Relationship Manager has a great foundation with their loans and distribution processes, and understands industry-specific terminology. The transition timing depends on how training goes as well as business needs. We stive to help every employee be successful and will move this position to client-facing once we are confident that they are ready.

Role and Responsibilities

• Regular client contact to address questions and concerns as well as request information necessary to properly complete the testing and administration of the plan
• Assist with and provide backup for other accounting functions as needed
• Special projects as assigned

Qualifications and Education Requirements

• Associates Degree preferred
• Previous office work required

Preferred Skills

• Customer Service background
• Knowledge of basic math
• Reliable
• Time management and multi-tasking skills
• Not required, but helpful: skills with IRA processes, 401(k)/retirement plans, or a banking background a plus
• Excellent computer skills (Microsoft office products)
• Attention to detail
• Great organizational skills and the ability to work both efficiently and expeditiously without compromising on accuracy
• Self-motivated and results oriented
• Ability to work on multiple projects at the same time, all at different stages of the process
• Strong communication skills both written and verbal

About the company

Pension Plan Specialists, a full-service third-party administration (TPA) firm based in Vancouver, Washington was formed in 2008. At that time, its current owner and President Joseph Burt purchased a local Public Accounting firm that was started in 1987 and had transitioned its business to doing 401(k) audits and then eventually Retirement Plan Administration. Joe saw the potential for the company and its clients and PPS came into being. Since its inception over 35 years ago, PPS has worked hard to earn the trust and confidence of its clients.

Benefits

You’ll enjoy working for PPS for a number of reasons! Below are just a few of our benefits.

· Fully paid employee Medical, Dental, and Vision coverage

· 401(k) with Safe Harbor contributions and profit sharing

· Paid time off

· Life Insurance

· Long Term Care coverage

· Flex Spending

· HSA

· Flexible work environment

· On-site gym

· Incredible training program

· Fun, supportive teammates

PPS is committed to employing a diverse workforce. Qualified applicants will be considered without regard to race, color, religion, sex, national origin, criminal record, age, sexual orientation, gender identity, gender expression, or disability.

We sincerely look forward to meeting you to discuss our needs and how your background and skillset make you the perfect fit!

Job Type: Full-time

Pay: $21.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• Associate (Required)

Experience:

• Microsoft office: 1 year (Required)
• Customer Service: 1 year (Required)

Work Location: In person