This job will manage and coordinate all the processes, functions and activities pertaining to the administration of assigned client accounts within the scope of the functions of the organizational unit, the administrative capacity classified on the account, and the governing documents of the accounts. Tasks may include account information set up and maintenance, account recordkeeping, transaction entry, statement scheduling, account review, and client communication, interaction, guidance and support, and business development. The position will serve as a primary contact between the Plan Sponsor (client), TPA, recordkeeper, and all exiting or prospective participants in the plan. All tasks are to be performed within the limits and expectations of the current policies and procedures.

This position may be filled as a Level I, II or III.  Additional responsibilities and qualifications apply.