PLAN MANAGER II (ONSITE) - TM Floyd & Company (TMF) : Job Details

Were looking for a Plan Manager II for an onsite role in Columbia, SC. If youre looking for a new opportunity, apply today!

Key Responsibilities:

• Able to identify and apply knowledge of plans to identify complex plan characteristics unique to specific organizations
• Answers, returns, or makes complex calls to employers, advisors, or participants
• Reviews and approves distributions and loans prior to fund release
• Resolves all issues that prevent from being processed
• Monitors and communicates to employers' contribution rate discrepancies

Skills & Qualifications:

• Understanding of data file development and transmission (receiving and sending payroll data and files to Relius systems)
• Reviews year-end financial reports for audited, non-audited and 403b multi-vendor valuations and Form 5500
• Able to load and transfer data packages
• Proficient in Microsoft Excel and other Microsoft products
• Acute attention to detail
• Must work well with others
• Professional, friendly, and outgoing attitude
• Excellent written and oral communications skills
• Highly organized
• Able to work frequently under pressure
• Able to multi-task
• Good research skills
• Understanding of data file development and transmission
• Proficient in Microsoft Excel and other Microsoft products
• Experience with retirement plan administration is preferred

Education/Certifications:

• Degree in finance or accounting