Senior Plan Administrator

Aon
United States
Workplace: RemoteFull timeUSD 75,000 - 132,000 annuallyFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Organizational skills","Problem-solving","Attention to detail","Customer service"]

Manage and administer retirement plan client relationships by coordinating data collection, preparing client meeting materials, and handling compliance reviews. Serve as a resource for complex retirement plan issues, including follow-up and communication of resolutions. Conduct investment analysis on plan options and manage internal reporting and tracking for the retirement department, while collaborating with internal staff and senior management to deliver timely, accurate service.

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FursaFursa
Aon
Aon
2 months ago

Senior Plan Administrator

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Manage and administer retirement plan client relationships by coordinating data collection, preparing client meeting materials, and handling compliance reviews. Serve as a resource for complex retirement plan issues, including follow-up and communication of resolutions. Conduct investment analysis on plan options and manage internal reporting and tracking for the retirement department, while collaborating with internal staff and senior management to deliver timely, accurate service.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Establish, maintain, and nurture client relationships, serving frontline and decision makers.
  • •Act as a resource on compliance issues by performing compliance reviews and communicating outcomes to clients.
  • •Coordinate data collection and prepare presentation materials for client meetings.
  • •Conduct investment analysis on retirement plan investment options and provide advice on complex plan issues.
  • •Manage internal reporting/tracking and file maintenance for the retirement department, supporting internal meetings and projects as needed.

Pay and Benefits

Salary: USD 75,000 - 132,000 annually
Perks:Paid Leave401k

Key Requirements

  • •Bachelor’s degree in accounting, business, finance, or a related field.
  • •5+ years of directly related experience in retirement plan administration and consulting.
  • •Experience performing compliance reviews and communicating compliance issues to clients.
  • •Proficiency with Microsoft Office and strong oral, written, and interpersonal communication skills.
  • •Strong organizational and problem-solving skills with attention to detail, quality, and confidentiality.
Experience:5+ years
Education:Bachelor's in accounting, business, finance, other related field
Skills:CommunicationOrganizational skillsProblem-solvingAttention to detailCustomer service
Languages:En-us
Tech Stack:Microsoft Office

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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