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Senior TPA Consultant

Senior TPA Consultant

VirtualVocationsSan Jose, California, United States
11 days ago
Job type
  • Full-time
Job description

A company is looking for a Sr. TPA Administrator to manage and retain clients' retirement plan business while providing exceptional customer service.

Key Responsibilities

Oversee recordkeeping for client plans, ensuring compliance with regulations and accurate processing

Mentor team members and assist with complex plan issues, project oversight, and client relationships

Prepare compliance documents and manage project deadlines for client invoicing and service delivery

Required Qualifications

Bachelor's Degree in Mathematics, Business, Finance, or Accounting preferred or equivalent experience

Seven or more years of related TPA / retirement experience required; ASPPA exam completion / certification required or willingness to obtain

Strong computer skills, particularly in Windows, Word, and Excel

Excellent mathematical aptitude and ability to multi-task

Experience with Relius Administration is a plus

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Senior Consultant • San Jose, California, United States

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