Job Summary:

FiduciaryxChange, by AmericanTCS, provides complete Fiduciary governance to inspire participants to save for a dignified retirement. Defining a retirement plan standard of excellence. This role is part of our committee who meets weekly to discuss various clients who have engaged FiduciaryxChange to serve as the Named Plan Administrator and Named Fiduciary. The goal and objective of the committee is to oversee the operation of each plan to make sure, on an ongoing basis, the plan is operating according to the plan document, Internal Revenue Code, and ERISA.

Responsibilities:

Responsible for New Client Onboarding Coordination and set up in ATCS Admin System
Set up plan in Plan Tools
Prepare client operations manual
Prepare and distribute participant contact guide
Send necessary initial notices for new clients to Plan Notice for distribution
Assist in monitoring support emails
Onboard new John Hancock Signature Fiduciary Connect plans
Onboard new KFG Financial Freedom Fund PEP clients
Onboard new TPA only plans
Completes participant transaction requests
Complete RMD’s annually
Responsible for New Client Onboarding Coordination and set up in ATCS Admin System

Skills & Qualifications:

Bachelor’s Degree from an accredited university preferred
2+ years of Qualified Plan Experience
Strong interpersonal skills.
Excellent oral and written communication skills.
Ability to organize, prioritize, and manage multiple tasks within established timeframe.
Excellent analytical and critical thinking skills.
Exceptional skills in Microsoft Office Suite, Excel, preferred. Being familiar with Microsoft Word and Adobe Acrobat a plus.