Retirement Plan Account Analyst
Passion for success is where it all starts. At Boulay we inspire careers focused on building your talents and celebrating successes. We equip you with a professional/work/business environment, helping you grow personally and professionally. Our style fosters down-to-earth, long-term relationships that provoke open dialogue among colleagues and delivers innovative ideas and services to our clients.
Clients tell us what separates Boulay from the rest is our thoughtful and comprehensive approach to client service -- working hard to give clients sound advice, invaluable insights, workable options and thoughtful recommendations.
The Retirement Plan Account Analyst is responsible for managing all aspects of compliance systems data maintenance to facilitate transaction processing, compliance testing and reporting.
It's about being part of a team that gives you reliable advice, challenges your smarts and cultivates lifelong friendships. If you have at least three years of audit, accounting, or tax experience and you are wondering if it's time to make a career change, consider learning more about the Boulay Story.
Role:
- Analyze plan documents to determine terms, responsibilities and duties associated with service provided for the plan
- Ensure system specifications reflect written plan documents
- Manage benefit plan records and information for firm clients
- Analyze and process census information
- Reconcile and update participant data
- Review selected incoming distribution documentation paperwork for completeness and accuracy
- Assist in calculating and processing transactions, distributions and loan requests
- Manage trust statements and perform trust accounting
- Prepare 5500s and compile reports
- Assist in the evaluation of takeover plans and coordinate related transition of data
- Manage data links with partner financial institutions
- Maintain contact data and web interfaces
- Assist with managing deadlines, correspondence, data collection and retirement plan compliance for clients
- Research pension trust accounting reports and research discrepancies
- Remain actively involved in departmental development of processes and procedures
- Develop into a centralized data management resource for all our internal and external contacts
- Maintain professional and appropriate conduct; represent Firm and self well in all work-related situations
- Proactive in approach to internal and external client service
- Adhere to all regulations and ethical standards set forth by the Firm and other governing bodies
- Promote the ideals, values, mission, and vision of the Firm
- Understand and demonstrate the Boulay 8 (Ethical, Respectful, Personable, Precise, Immersed, Proactive, Innovative, and Inquisitive)
- Complete other duties, tasks, or special projects as assigned
- Demonstrate compliance with all Firm policies and procedures as defined in the Employee Handbook
Required:
- Associate or Bachelor’s Degree or equivalent employment experience
- Previous experience in a role like this strongly preferred
- Strong analytical and mathematical skills
- Strong verbal and written communication skills
- Ability to work independently, multitask, and prioritize work to meet deadlines
- Strong computer skills: proficiency in Microsoft Office Suite and ability to effectively use specialized software
- Ability to problem solve and troubleshoot to discern options and resolve issues
- Demonstrates exceptional customer service skills
- Strong attention to details
- Ability to learn and understand complex ERISA, DOL, IRS and SEC regulatory requirements
- Strong comfort level with technology and learning new programs.
- Ability to handle sensitive information and maintain confidentiality
- Ability to reason intelligently and use sound judgment
- Strong interpersonal skills, a team-based attitude, and a desire to collaborate
- Experience with Relius software is preferred