Director of Administrative Fiduciary Services

Job 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 your team members
• Develop and train assistant team leaders and team leaders
• Manage salary budgets and client retention for your teams
• Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
• Stay abreast of emerging trends in technology and law changes and provide leadership in evolving AFS service offerings
• Provide input on staffing and team models
• Participate in succession planning for your teams
• Assist AFS management in moving to a more institutionalized business model

Qualifications:

• 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
• Knowledge of Pension Pro a plus

Compensation and Benefits:

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