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.