Retirement Plan Administration Analyst
Description

Kickstart Your Career in Financial Services!

Are you ready to launch your professional journey with a dynamic, fast-paced team? We're looking for a motivated, detail-oriented individual to join us as a Retirement Plan Administration Analyst.


If you're passionate about problem-solving, customer service, and helping people achieve a meaningful retirement and financial future, this is the perfect opportunity for you to grow your career and gain hands-on experience in a stable and relevant industry.


About Blue Ridge Associates

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP recordkeeping and administration services in the country, and we continue to grow our retirement services business (401(k), DB, CB). 


Retirement Plan Administration Analyst Responsibilities:
Blue Ridge Associates is seeking a Retirement Plan Administration Analyst that will be an ambassador of our organization to our clients and industry. 


The ideal Analyst will be:

  • Organized
  • Detail-oriented
  • Self-motivated
  • Capable of manage their own caseload and deadlines

An analyst is primarily responsible for:

  • All aspects of engagement management
  • Client communication
  • Compliance and discrimination testing
  • Transaction administration
  • Distribution and loan processing
  • Regulatory reporting
  • Other duties as assigned
Requirements

Retirement Plan Administration Analyst Requirements

  • 3+ years of customer service experience
  • Excellent oral and written communication skills
  • Ability to learn and retain key concepts
  • Associate or bachelor’s degree preferred (Equivalent skills and industry experience will be considered in lieu of a degree)
  • Must have a strong familiarity with financial concepts
  • 1+ years Defined Contribution and/or Defined Benefit Administration is preferrable
  • Excellent customer relations skills
  • Aptitude in accounting and math
  • Intermediate Microsoft Excel skills 
  • Ability to meet deadlines and manage workloads
  • Excellent organizational skills
  • Ability to work on several projects concurrently
  • Ability to multi-task with accuracy, dependability, sense of integrity, and self-motivated
  • Ability to meet deadlines timely
  • Exceptional attention to detail with excellent organizational skills
  • Strong collaboration skills
  • Professionalism

Blue Ridge Associates Benefits

We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our comprehensive benefits package includes medical, dental, vision, life, disability, FSA, HSA with company contribution, 401(k) with company match, parental leave, paid time off and education/association dues assistance.   


We work hard, but we also have fun. As a Blue Ridge Associates employee, you will be a part of a company that supports charitable activities through fundraising and volunteer work. You'll enjoy quarterly virtual Happy Hours, Monthly Birthday Celebrations and Annual Social gatherings where we celebrate our successes. You'll have opportunities to shine by joining one of our committees: Charitable Action, Employee Engagement, Communications, Process Improvements or by volunteering for a special project that calls your name. Come join us!


Don't miss this opportunity to become a part of our dynamic organization!


Equal Opportunity Employer

Must be authorized to work in the US.

Salary Description
$24.03 - $27.88