Associate Relationship Manager

MVP Plan Administrators, Inc., is a leader in Recordkeeping and TPA services, located in Holly Springs, NC. We believe in discovering strengths and building opportunities for people who are a good fit with our company. We foster and encourage an environment for career development, autonomy, and advancement. We strive to empower and engage all MVPers in meaningful, attainable goals that sufficiently provide learning and challenges for continued growth. Oh, and we have fun while doing it! When you join MVP, you are part of our Family. If this aligns with your goals and qualifications, perhaps you could be our next MVPer.
The Associate Relationship Manager is an entry level position in the field of 401k administration working in a supported team environment. This position offers the opportunity for advancement to develop skills for a professional career in this demanding field.
Interested candidates must meet the following requirements:

• Strong interpersonal skills and the ability to timely and effectively communicate with internal staff.
• Proficient in MS Office products, particularly Excel and Outlook
• Understand basic accounting principles: math, formulas, balancing/reconciliations, and daily trades
• Positive attitude and client dedication
• Detail-oriented person with excellent problem-solving and organizational skills
• Strong time management capabilities in a deadline driven environment
• Educational and/or related work experience in Accounting, Finance, Math
• Knowledge of 401k administration
• SRT/ASC experience a plus
• QKA designation a plus

Primary responsibilities include, but are not limited to the following:

• Effectively communicate with colleagues as well as with plan sponsors and advisors to obtain plan information for valuations, compliance, etc.
• Receive and review census data; log data, ensure completeness, and launch year-end projects
• Contribution calculations – able to perform calculations such as matching, safe harbor non-elective, and pro-rata profit sharing, experience with new comparability plans a plus
• Complete Forms 5500/5500SF and necessary schedules
• Promote a positive and proactive attitude within MVP and with plan sponsors, participants, and advisors
• Coordinate with other MVP teams to ensure service standards are met

What we offer:

• Teleworking with company equipment
• Flexible work schedule with paid time off
• Health & Welfare benefits - medical, dental, vision, disability, life insurance, other supplemental
• 401(k) Profit Sharing Plan and Cash Balance Plan
• Career development and advancement training
• Salary commensurate with experience and proven ability

Contact us if you want to grow and be part of a next-generation firm!

Click “Learn More” below to submit your resume today! No recruiters, please.