About the role
If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you!
Overview of the Position
Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees!
What AFS Offers You
This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.
What You will Be Doing
- Maintaining client and advisor relationships with a high client retention rate
- Maintaining a caseload of about 90 – 110 full-service partner level clients
- Managing and prioritizing workload towards weekly goals in a results-oriented team environment
- Working with other TPAs, recordkeepers, and advisors to ensure a great client experience
- Performing work according to AFS policies and procedures
- Consulting with clients regarding plan operation and design
- Identifying and assisting in resolving issues related to plan administration
- Monitoring recordkeeper message boards
- Monitoring notice deadlines and ensuring notices are distributed timely
- Reviewing and approving participant transactions
- Reviewing annual non-discrimination testing
- Reviewing and electronically filing the Form 5500 and other government forms
About You
- Five or more years of 401(k) plan administration experience
- Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
- NIPA credential, ASPPA credential, or a 4-year college degree
- Excellent written and verbal communication skills
- Excellent time management, organizational skills, and ability to multi-task
- Ability to proactively and independently manage a book of business
- High level of critical thinking
- Committed to lifelong learning and coachable
- Must have a clean background check (including a clean credit history check)
Compensation and Benefits
- Base Salary $70,000 - $95,000
- Salaried, non-exempt
- Medical, dental, disability, and life insurance
- Paid time off
- 401(k) plan with employer match
Work Location/Hours
- Work from home
- Must work from USA and be authorized to work for any US employer
- We will supply all necessary computer equipment
- 37.5-hour work week
- You may choose a start time between 7:30 am and 8:30 am
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