Job Description

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 support other teams as needed.

RESPONSIBILITIES

ftwilliam.com provides administrative, document, and compliance software for retirement plan service providers. This specialist supports 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 including but not limited to 402g, 415, ADP/ACP, and run new compensation allocations as requested for plans with both a daily RK and pooled/SDBAs Work closely with management and sales during the initial sale 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 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 various office locations. #LI-Hybrid Applicants may be required to appear onsite at a Wolters Kluwer office as part of 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 variety of competitive benefits and programs to help meet your needs and balance 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. #J-18808-Ljbffr Wolters Kluwer

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