Director

Administrative Fiduciary Services Inc.

Completely RemoteFull TimeFinance & Banking
Posted Today

Job description

Responsibilities

  • Champion AFS values and policies
  • Manage 4 – 6 teams
  • Monitor team productivity and progress toward firm/team goals through report generation
  • Set and monitor weekly goals for each team
  • Resolve a minimum of 90% of service issues escalated by team members
  • Develop and train assistant team leaders and team leaders
  • Manage salary budgets and client retention for teams
  • Keep current with new regulations and legislation
  • Stay abreast of emerging trends in technology and law changes
  • Provide input on staffing and team models
  • Participate in succession planning
  • Assist AFS management in moving to a more institutionalized business model

Requirements

  • 10+ years of experience in non-discrimination testing
  • 8+ years of supervisory experience
  • Credentials with a nationally recognized organization (ASPPA or NIPA)
  • Strong knowledge of ERISA, Internal Revenue Code and Regulations
  • Strong research and analytical skills
  • Excellent written and verbal communication skills
  • Proficiency in MS Excel and MS Word
  • Superior organizational and coordination skills
  • Flexibility, adaptability, and ability to multi-task

Preferred Qualifications

  • Knowledge of Pension Pro

Benefits

  • Base Salary $120,000 - $150,000
  • Medical, dental, disability, and life insurance
  • Paid time off
  • 401(k) plan with employer match

About the Company

Administrative Fiduciary Services Inc. ('AFS') serves as a co-fiduciary with employers with respect to administrative issues helping employers more effectively fulfill their fiduciary responsibilities and saving employers time.

Skills & tools

ComplianceManagement

What the team is looking for

Use this list as a quick fit check before you apply.

  1. 0110+ years non-discrimination testing experience
  2. 028+ years supervisory experience
  3. 03ASPPA or NIPA credentials
  4. 04Knowledge of ERISA and Internal Revenue Code
  5. 05Proficiency in MS Excel and MS Word
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