About the RoleThe primary responsibility of the Manager is ensuring teams performance meets and exceeds function/department goals, quality target & service level expectations.Assess the staffing needs & make decisions regarding the hiring of new employee. Need make sure that team adhere timelines and remain flexible change in requirements from clients.Responsibilities- Manages and drives the team extensively deals with restatement of the different plan documents. - Must be a SME of the process as the role demands trouble shooting and floor support for the team. - As needed assume the QC of the work done by the team and suggest controls as needed maintain the accuracy of the deliverables. - Career Development & Coaching - responsible for the development of staff. - Conducts monthly one-on-one meetings and ongoing coaching with staff. - Provides ongoing feedback regarding quality of work team members and works improve processes and overall quality for the team/department. - Ensures team performance meets and exceeds function/department goals, quality targets, and service level expectations. - Monitors individual reconciler statistics ensure they are within established guidelines. - Prepares reports measuring/detailing performance, including monthly management reports. - Escalated Issues - fields escalated issues from representatives, clients, and participants. - Identifies trends in escalated issues and proactively addresses with staff. - Staffing - assesses staffing needs, conducts prospective employee interviews, and makes decisions regarding the hiring of new employees. - Conducts performance evaluations and manages staff issues according company and divisional policies. - Performs/assists in compensation during year end performance review. - Participates in and/or coordinates conference calls and meetings consult and assist client with questions or issue resolution. - Oversees the timely and accurate completion of activities across teams, ensures all the activities are completed promptly and without error. - Manages/supports special projects. - Working knowledge of KPI's like efficiency, utilization etc. - Other duties as assigned.Experience :- 8-10 years of experience in 401K retirement industry (Compliance Testing reporting Services or Plan Doc teams) with minimum 4-5 years of people manager role. - Bachelor’s degree in Accounting, Finance, or MBA with related field, or equivalent experience. - ASPPA certification is preferred.Required Skills- Basic knowledge of Six Sigma tools & concepts preferred. - Advanced proficiency in MS Office, particularly Excel and Access. - Must possess strong management, project prioritization, analytical/problem-solving, organizational, and written/verbal communication skills. - Excellent organization, prioritization and planning skills required. - Working knowledge of retirement industry and internal record keeping system. - Demonstrated leadership skills.
Job Title
Manager Plan Document