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Fort Washington Investment Advisors, Inc. · 1 week ago

Pension Administrator I

US-OH-CINCINNATI

Full-time

Onsite

New Grad, Entry Level

Fort Washington Investment Advisors, Inc. is seeking a Pension Administrator I to perform plan administrative services for assigned groups of pension administrators. The role involves maintaining relationships with plan sponsors and participants, facilitating quote requests, overseeing pension phonelines, and ensuring compliance with governmental deadlines.

Financial Services

Responsibilities

Maintains positive relationships with plan sponsors, agents, and internal clients

Maintains positive relationships with deferred participants from the Pension Risk Transfer group

Facilitates quote requests for Pension Risk Transfer clients in collaboration with the Actuarial department

Prepares benefit election forms using information provided by Actuarial department and oversees the distribution process before handing off to Business Quality Assurance team

Oversees Pension Risk Transfer phonelines and responds to enquiries daily to ensure all participants are answered in a timely manner

Provides monthly and weekly sales and administrative reports for Retirement Services in a timely manner

Proactively notifies plan administrators of governmental deadlines and ensures compliance with due dates

Prepares all government filings requested by plan administrators

Works with plan sponsor to ensure all necessary 1099-R's are accurate and timely for Retirement Services clients

Reviews accounts receivables for Retirement Services and makes necessary contact to procure payment

Prepares annual valuation data sheet and census for plan administrator's upon request

Provides agents, clients, and outside third-party administrators with PS-58 costs, statements of contract, schedule A, and other policy information per request

Maintains department membership to necessary boards and subscription fees

Handles accounts payable as needed

Promotes value of Lafayette Life products within qualified plans

Responsible for keeping office supplies stocked

Performs other duties as assigned

Complies with all policies and standards

Qualification

Customer service skillsAnalytical skillsCommunication skillsAttention to detailMicrosoft Office SuitePlan concepts knowledgeWindows proficiencyASPPA RPF modulesOrganization skillsTime management

Required

Bachelor's degree or equivalent work experience showing increasing levels of responsibility required

Proven experience handling and effectively resolving customer problems and have strong customer service skills

Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs to both internal and external client groups in a clear and concise manner. This includes demonstrated strong telephone and e-mail communication skills and etiquette

Demonstrated strong attention to detail with excellent organization skills. Must cite examples of organization and time management methods used to manage or prioritize workload demands

Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions

Must be proficient with Windows-based operating systems and the Microsoft Office Suite of products

Successful completion of ASPPA RPF modules within 1 Year