Peoplr
Defined Benefit Administration Consultant
Peoplr, Jacksonville, Florida, United States, 32290
Job Description
Summary
Are you an ambitious, self-directed benefits consultant who is passionate about helping others achieve financial success? Do you enjoy creating efficiencies and streamlining processes to ensure an exceptional customer experience?
October Three,
an entrepreneurial, team-oriented financial services company on a mission to improve the way people retire, is recruiting for a
Defined Benefit Administration Consultant;
Peoplr is excited to be leading this search.
In this role, you will handle ongoing day-to-day benefit plan administration and manage special client projects. You will respond to pension plan participant issues and facilitate requests, consult with participants on specific pension plan provisions, complex retirement plan concepts, payment provisions, and benefit calculation questions. You will work with internal resources, clients, pension plan participants, and third parties across multiple offices and virtual work environments, and respond promptly, thoughtfully, and effectively to changing work environments, changing priorities, and new situations. This is a full-time, non-exempt position located in Jacksonville, FL, or Irving, TX. The chosen candidate will have the opportunity to work hybrid after an initial training period.
Requirements
Must Haves
At least 5-8 years of work experience in retirement administration, benefit payment processing, or death administration processing Strong project and time management skills with the ability to handle and prioritize multiple tasks simultaneously Customer service and active listening skills with a capacity to work directly with clients and/or plan sponsors Excellent problem-solving, research, and documentation abilities Proficiency with technology including Microsoft Office and network drives Bachelor's degree in related field or equivalent work experience Demonstrated strong math skills; experience reviewing and auditing work, transactions, and or calculators Nice-To-Haves
Quality control and/or management experience Background working with defined benefit/pension retirement plans Demonstrated proficiency with retirement plan software and related technology Benefits
About October Three
October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. They have developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.
This position offers...
Competitive salary and performance-based bonuses Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, 401(k), and a cash balance pension plan Ample opportunities for growth and professional development Entrepreneurial, innovative culture; ability to see your ideas be applied & implemented quickly
About Peoplr
Peoplr is a national Human Resources consulting firm made up of HR experts enabling businesses to transform into engaging workplaces where people deliver outstanding results. Check us out on our website at: www.mypeoplr.com
Peoplr is proud to be an Equal Opportunity Employer. All applicants will receive consideration for employment, as Peoplr does not discriminate against an individual because of their race, color, religion, gender, sex (including same sex, gender identity, and sexual orientation), pregnancy, parental status, marital status, national origin or ancestry, age, physical or mental disability, sickle cell trait, genetic information and testing (including family medical history), AIDS/HIV status, source of income, political affiliation, military service, other non-merit based factor, or any other characteristic protected under applicable federal, state or local law.
Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 844-577-1940 or send us an email at recruiting@mypeoplr.com
Are you an ambitious, self-directed benefits consultant who is passionate about helping others achieve financial success? Do you enjoy creating efficiencies and streamlining processes to ensure an exceptional customer experience?
October Three,
an entrepreneurial, team-oriented financial services company on a mission to improve the way people retire, is recruiting for a
Defined Benefit Administration Consultant;
Peoplr is excited to be leading this search.
In this role, you will handle ongoing day-to-day benefit plan administration and manage special client projects. You will respond to pension plan participant issues and facilitate requests, consult with participants on specific pension plan provisions, complex retirement plan concepts, payment provisions, and benefit calculation questions. You will work with internal resources, clients, pension plan participants, and third parties across multiple offices and virtual work environments, and respond promptly, thoughtfully, and effectively to changing work environments, changing priorities, and new situations. This is a full-time, non-exempt position located in Jacksonville, FL, or Irving, TX. The chosen candidate will have the opportunity to work hybrid after an initial training period.
Requirements
Must Haves
At least 5-8 years of work experience in retirement administration, benefit payment processing, or death administration processing Strong project and time management skills with the ability to handle and prioritize multiple tasks simultaneously Customer service and active listening skills with a capacity to work directly with clients and/or plan sponsors Excellent problem-solving, research, and documentation abilities Proficiency with technology including Microsoft Office and network drives Bachelor's degree in related field or equivalent work experience Demonstrated strong math skills; experience reviewing and auditing work, transactions, and or calculators Nice-To-Haves
Quality control and/or management experience Background working with defined benefit/pension retirement plans Demonstrated proficiency with retirement plan software and related technology Benefits
About October Three
October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. They have developed unique, one-of-a-kind software to handle the future of defined benefit plans. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.
This position offers...
Competitive salary and performance-based bonuses Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, 401(k), and a cash balance pension plan Ample opportunities for growth and professional development Entrepreneurial, innovative culture; ability to see your ideas be applied & implemented quickly
About Peoplr
Peoplr is a national Human Resources consulting firm made up of HR experts enabling businesses to transform into engaging workplaces where people deliver outstanding results. Check us out on our website at: www.mypeoplr.com
Peoplr is proud to be an Equal Opportunity Employer. All applicants will receive consideration for employment, as Peoplr does not discriminate against an individual because of their race, color, religion, gender, sex (including same sex, gender identity, and sexual orientation), pregnancy, parental status, marital status, national origin or ancestry, age, physical or mental disability, sickle cell trait, genetic information and testing (including family medical history), AIDS/HIV status, source of income, political affiliation, military service, other non-merit based factor, or any other characteristic protected under applicable federal, state or local law.
Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 844-577-1940 or send us an email at recruiting@mypeoplr.com