Maxus Plan Solutions ยท 5 hours ago
Client Relationship Manager
United States
Full-time
Remote
Mid Level
4+ years exp
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Responsibilities
Single point of contact and ownership for assigned clients and financial advisors
Ability to accurately interpret and apply plan document provisions
Ensure compliance with DOL and IRS requirements
Preparation and filing of Form 5500 and related schedules, forms, as needed
Review of Compliance Team work for assigned clients
Represent the company on client calls and in client meetings, as needed
Have a working knowledge of custodian websites and processes
Support the retirement plan implementation, conversion, de-conversion Teams
Collection and review of annual census data and employer questionnaire
Qualification
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Required
Experience managing client and financial advisor relationships
Knowledgeable of plan administration and ERISA
Ability to accurately interpret and apply plan document provisions
Ensure compliance with DOL and IRS requirements
Preparation and filing of Form 5500 and related schedules, forms, as needed
Review of Compliance Team work for assigned clients
Represent the company on client calls and in client meetings, as needed
Have a working knowledge of custodian websites and processes
Support the retirement plan implementation, conversion, de-conversion Teams
Collection and review of annual census data and employer questionnaire
Retirement administration and plan design experience in a professional environment
Proficiency with Microsoft Office applications
Demonstrated excellence in written and verbal communication
Must be detailed and possess strong organizational skills
Time management focused adhering to deadlines and timelines
Ability to work independently and as part of a team in a fast-paced environment
A demonstrated track-record of consistently meeting and/or exceeding performance expectations
Understand Form 5500 long form and requirements for audit support
Understand requirements for QDRO support
Minimum 4 years of experience in retirement plan industry
Broad knowledge of the retirement plan industry, willingness to obtain one or more ASPPA designations
Preferred
Experience with FT William software
Knowledge of Pension Pro workflow management system
College degree
Company
Maxus Plan Solutions
Maxus Plan Solutions proposes retirement plannings including budgets, compensation Planning and audit assistance services to clients.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
