SS&C Technologies · 10 hours ago
Retirement Plan Account Administrator - PA2025BPO-R-006
Florida, United States
Full-time
Hybrid
Mid Level
3+ years expSS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut, with a global presence. The Retirement Solutions Group is seeking an experienced account administrator to serve as the primary contact for plan sponsors and manage various administrative tasks related to retirement plan account administration.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Serves as the primary contact and resource for plan sponsors, Third Party Administrators, broker/dealers, and other financial intermediaries regarding all retirement plan account administration aspects
Coordinates various administrative tasks, fulfills requests from internal and external contacts, and researches and resolves plan issues as they arise
Promotes customer satisfaction through effective service delivery and demonstrates a complete understanding of the plan sponsor and their plan, including the administration of the plan as well as the client's sensitivities, needs, and objectives concerning the plan
Intermediate professional working on projects of moderate scope or varied tasks requiring resourcefulness, self-initiative, and significant independent judgment
Demonstrates a developing functional knowledge to evaluate the implications of issues and make solutions recommendations. Guides less experienced team members
Develop and recommend improvements to workflows and procedures to increase efficiency and client satisfaction
Assist in the collection, review and preparation of client information used for compliance testing and filings
Communicate with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues and is responsible for final review of each plan sponsor’s compliance package
Promote customer satisfaction through proactive and effective service delivery and ensure prompt and effective response to all plan sponsor inquiries
Qualification
Required
Bachelor's degree or a Master's degree with work-related experience
3-5 years of defined contribution plan administration/ management experience, with a strong background in customer service/relationship management required
Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint
Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents
Possess a strong understanding of governmental plans (ex. 403(b) and 457 plans)
Able to work hybrid in local office 6 days per month
Preferred
Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
Company data provided by crunchbase