Plan Manager responsible for 409A clients and executive retirement plans at Voya. Ensuring client satisfaction while managing daily plan activities and strategic consultations.
Responsibilities
Serve as the primary contact and ensure highest level of client satisfaction for assigned caseload.
Work with Sr. Client Service Manager as needed.
Produce and deliver accurate client quarterly valuations in a timely manner
Manage requests related to enrollment material
Manage Daily Asset/Liability reconciliation
Contribute to strategic consultation and keep senior management informed about client relationship
Partner with Sr Client managers and work closely with sales, recordkeeping and operations staff
Contribute to resolution of account imbalances with the trading partner in a timely fashion
Assist with projects or duties from outside departments as needed
Requirements
Minimum of 6+ years’ experience administering Non-Qualified deferred compensation plans for Fortune 1000 companies
Bachelor’s degree in finance or business – related field preferred
Experience with Microsoft Word & Excel, and the ability to learn new software quickly
Excellent communication, organization, prioritization, and problem – solving skills
Ability to work well under pressure with multiple priorities and deadlines
Must be detail-oriented, a self – starter, entrepreneurial, and motivated
Experience in Relius Administration and Crystal Reports software programs
Benefits
Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
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