Physical Demands
Physical Demands:
Sedentary Work: Primarily involves sitting for extended periods while working at a desk or computer.
Manual Dexterity: Frequent use of hands and fingers to operate a keyboard, mouse, calculator, printers, and other standard office equipment.
Mobility: Occasional movement within the office to retrieve documents, access equipment, collaborate with team members, and navigate client sites, airports, hotels, or conference venues during travel.
Visual Acuity: Ability to review payroll data, system screens, and written documentation accurately, with reasonable accommodation as needed.
Lifting & Carrying: Minimal physical effort required; may include handling files or light office materials.
Mental Demands:
Attention to Detail: Sustained attention to detail required to accurately process payroll contributions, participant transactions, and compliance-related documentation. Ability to follow and apply established retirement plan rules, regulatory requirements, and internal procedures consistently.
Problem-Solving: Analytical and problem-solving skills are needed to research discrepancies, resolve transaction issues, and support escalated inquiries.
Multitasking: Ability to manage multiple tasks and deadlines simultaneously in a fast-paced, compliance-driven environment.
Judgment: Capacity to exercise sound judgment within defined guidelines when identifying errors or determining appropriate next steps.
Stress Management: Ability to work effectively under pressure while meeting service deadlines and maintaining accuracy.
Adaptability: Adaptability to changing priorities, system updates, and evolving regulatory or operational requirements. .
Communication Demands:
Verbal Communication: Frequent verbal communication is required to respond to participant, client, and internal team inquiries via phone or virtual channels. Ability to clearly explain retirement plan processes, transaction requirements, and next steps to participants and internal stakeholders.
Written Communication: Strong written communication skills required to document transaction activity, issue resolution, audit support materials, and internal correspondence.
Comprehension & Presentation: Ability to clearly explain complex HR, legal, and compliance related concepts to audiences with varying levels of understanding.
Active Listening: Requires attentive listening to accurately gather information, assess concerns, and respond appropriately to client and employee needs.
Virtual Communication: Regular use of video conferencing, phone systems, and digital collaboration tools to engage clients and internal teams.
Interpersonal Communication: Ability is needed to collaborate effectively with internal departments, recordkeepers, advisors, and peers. Ability to maintain a professional, calm, and solution-oriented communication style when handling escalated or sensitive situations..
Cultural Sensitivity: Communicate with individuals from diverse cultural backgrounds, demonstrating cultural awareness and sensitivity.
This position is performed in a professional office environment and requires regular use of computers and standard office equipment. The work setting is climate controlled with typical office lighting and low to moderate noise levels. The role involves extended periods of screen time, in person collaboration and meetings, and minimal exposure to physical hazards.
This job description in no way states or implies that these are the only duties to be performed by the employee filling this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by management. Management has the right to add to, revise, or delete information in this job description. Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position. This document does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.