At Equitable, our power is in our people.

We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

We are seeking a highly skilled Plan Administration Specialist to join our team. The ideal candidate will professionally handle incoming 800# calls, support plan level contribution processing in a timely manner, and approve 403(b) and 457(b) plan participant transaction requests with a high level of quality. Additionally, the candidate will manage fee invoices and account receivables, maintain regulatory and procedural knowledge, and communicate effectively with internal and external clients.

Key Responsibilities:

Call Handling: Professionally manage incoming 800# calls, providing excellent customer service.
Contribution Processing: Support timely processing of plan level contributions.
Transaction Approval: Approve 403(b) and 457(b) plan participant transaction requests with precision and adherence to IRS and retirement plan document provision.
Invoice and Receivables Management: Manage fee invoices and account receivables efficiently.
Regulatory and Procedural Knowledge: Maintain up-to-date knowledge of 403(b) and 457(b) regulations and procedures.
Problem Analysis: Identify and analyze problem cases, providing effective solutions.
Communication: Communicate effectively with internal and external clients, both in writing and over the phone.
Adherence to Guidelines: Follow administration guidelines and adhere to schedules.

The base salary range for this position is $46,000 - $56,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program

Qualifications

Required Qualifications:

Proven experience in handling customer service calls, retirement plan documents and retirement plan participant compliance oversight.
In-depth understanding of 403(b) and 457(b) plans and related regulations.
Proficiency in managing invoices and receivables.

Skills:

Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.

Results Orientation: Knowledge of the importance of meeting or exceeding established targets; ability to drive critical activities to completion.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

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Plan Administration Specialist