NBS
Job Description
Supervises, coordinates, and assigns the work of team members on the Compliance team in the Retirement Department to ensure department goals and customer needs are met. Manage and support employees in plan operating tasks to improve efficiency and accuracy of reporting and general client deliverables. Regularly working 8 AM to 5 PM, Monday through Friday with 40 hour work week. This position is full time, fully remote, salaried, and exempt.
Reporting Structure
This position reports to the Sr. Directors of ERISA/Non-ERISA Operations.
Duties
Oversee all assigned processing/relationship responsibilities for specific job function
Be involved in strategic planning for your team to align with department and company goals
Review production reports
Provide coverage to team if employees are unavailable
Manage the team to enhance performance by coordinating duties, advising on issues or problems, and checking work
Track daily work to ensure team members are progressing and meeting department goals
Coordinate with Implementation Team when new plans are being turned over to the Department to ensure plans are set up and transitioned properly and timely
Interview, hire and train new employees on systems and industry knowledge
Administer timekeeping, PTO management and FMLA tracking for the team
Conduct performance evaluations, training, and discipline
Ensure compliance with company policies and procedures
Some travel may be required, possibly overnight
Facilitate daily team huddle and trainings as needed
Create scoreboards and KPI Summaries to motivate team members
Send regular updates to Sr. Directors and Vice President
Ensure KPI reports are available and updated daily
Support team members to ensure they feel valued and empowered
Gain extensive knowledge of retirement plans through completion of QKA and TGPC certification and maintain certification once obtained
Oversee training program for newly onboarded team members
Maintain high performance in all measured key performance indicators (KPIs)
Perform other duties as assigned by Sr. Directors, Vice President or other Senior Leaders
Requirements
Demonstrate leadership ability
Have proven track record with critical thinking and decision making
Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Professional and articulate in both verbal and written communication
Ability to motivate others, resolve conflict and delegate effectively
Ability to promote unity, team member recognition and a professional friendly working environment
Ability to promote and facilitate communication with leadership and other teams and departments
Ability to develop and mentor team members for performance
Ability to accommodate a flexible work schedule and may be expected to work more than 40 hours per week
Strong computer skills including typing and proficiency in Microsoft Word, Outlook, and Excel
Education and Experience – Bachelor’s degree or equivalent work experience required. Real time testing ERISA plans. 3 or more years’ retirement plan administration experience is preferred. Experience supervising remote employees preferred.
Physical Requirements – This position requires the employee to be seated the majority of the work time.
Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your “at-will” status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.
NBS
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