Account Manager - Retirement and Private Wealth

About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for an Account Manger to join our Retirement and Private Wealth team. The selected employee will be responsible for servicing retirement plans including ensuring IRS and ERISA compliance, preparation and delivery of all required government reporting, periodic plan reporting to Plan Sponsors as well as plan participants, conducting plan reviews with the trustees/plan sponsors, building and maintaining positive client relationships in accordance with the practices, policies and procedures of the Company. SPECIFIC RESPONSIBILITIES: Responsibilities include but not limited to the following: Build and foster relationships with clients. Effectively communicate in a professional manner with clients, participants, auditors, vendors and other professionals. Research and answer questions regarding business transactions that could impact Plan setup and compliance (i.e., controlled groups, mergers, acquisitions, etc.) Manage assigned own case load with minimal supervision, including: Plan design and Document review Data collection and analysis Completion of all compliance testing (i.e., top heavy, 410(b), 402(g), ADP/ACP, 401(a)(4), 415) Calculation of Employer contributions (i.e., match, profit sharing, new comparability) Reconciliation of plan assets. Preparation of Form 5500 and other filing requirements Assist clients with Plan audits. Support clients with day-to-day plan transactions (i.e., loans, distributions, QDRO's, contribution submissions, vesting calculations, corrections). Prepare and provide to clients any notices or employee communication. Annual or periodic due diligence reporting and review with clients. Frequent client visitation. Must attain and maintain Attain and maintain an ASPPA CPC designation. QUALIFICATIONS: Bachelor's Degree or equivalent experience. Five years of relevant work experience. ASPPA credentials QKA, QPA or similar professional designation. Ability to multitask, prioritize and adhere to deadlines. Must be self-motivated, detail oriented, well organized and able to work in a team environment. Proficiency with Microsoft Office products. Working knowledge of ASC pension software, preferred. Excellent organizational, interpersonal, verbal and written communication skills, and ability to work in a team environment. Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at . EEOAA Policy ( E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) or . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Created: 2024-11-05