Manager Plan Document

About the Role

The 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.