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15May

Retirement Plan Services Administrator

Heartland Financial USA, Inc., Dubuque, IA

Primary Responsibilities

  1. Answers participant phone calls in regards to all aspects concerning their account.
  2. Processes loans, hardship and distribution requests.
  3. Processes plan contributions, reconciles eligibility and troubleshoots the system as needed to process the contribution.
  4. Communicates, educates and consults with external and internal customers.
  5. Assists with reports, mailings and other tasks as needed.
  6. Assists in preparing annual client plan reviews.
  7. Assists with performing year-end non-discrimination compliance testing, filing of 5500’s and reconciling quarter-end statements.

 

Secondary Responsibilities

  1. Other duties as assigned.

 

Qualifications

  1. Associate's degree or equivalent experience.
  2. 1-3 years of retirement services administration experience preferred.
  3. Ability to  earn retirement plan industry credentials.
  4. Bilingual Spanish speaking is preferred.
  5. Knowledge of Microsoft Office.
  6. Excellent interpersonal and problem solving skills.
  7. Superior organizational capabilities.
  8. Strong attention to detail.
  9. Proven math skills.

 

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Job Details

Req Num 18-0379
ID 511690
Location
Dubuque, IA
Positions 1
Type
Employee
Status
Full Time
Pay --
Categories
Banking/Mortgage/Financial Services
Customer Service
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 1-2 Years
Education Associates

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