Manager Plan Document

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own We have a flexible work environment and fluid career paths We not only encourage but celebrate internal mobility We also recognize the importance of purpose well-being and work-life balance Within Empower and our communities we work hard to create a welcoming and inclusive environment and our associates dedicate thousands of hours to volunteering for causes that matter most to them Chart your own path and grow your career while helping more customers achieve financial freedom Empower Yourself The primary responsibility of Assistant Manager is ensure teams performance meets and exceeds function department goals quality target service level expectations Assess the staffing needs make decisions regarding the hiring of new employee Need make sure that team adhere timelines and remain flexible change in requirements from clients Manages and drives the team extensively deals with restatement of the different plan documents Must be a SME of the process as the role demands trouble shooting and floor support for the team As needed assume the QC of the work done by the team and suggest controls as needed maintain the accuracy of the deliverables Career Development Coaching - responsible for the development of staff Conducts monthly one-on-one meetings and ongoing coaching with staff Provides ongoing feedback regarding quality of work team members and works improve processes and overall quality for the team department Ensures team performance meets and exceeds function department goals quality targets and service level expectations Monitors individual reconciler statistics ensure they are within established guidelines Prepares reports measuring detailing performance including monthly management reports Escalated Issues - fields escalated issues from representatives clients and participants Identifies trends in escalated issues and proactively addresses with staff Staffing - assesses staffing needs conducts prospective employee interviews and makes decisions regarding the hiring of new employees Conducts performance evaluations and manages staff issues according company and divisional policies Performs assists in compensation during year end performance review Participates in and or coordinates conference calls and meetings consult and assist client with questions or issue resolution Oversees the timely and accurate completion of activities across teams ensures all the activities are completed promptly and without error Manages supports special projects Working knowledge of KPI s like efficiency utilization etc Other duties as assigned 8-10 years of experience in 401K retirement industry Compliance Testing reporting Services or Plan Doc teams with minimum 4-5 years of people manager role Bachelor s degree in Accounting Finance or MBA with related field or equivalent experience ASPPA certification is preferred Basic knowledge of Six Sigma tools concepts preferred Advanced proficiency in MS Office particularly Excel and Access Must possess strong management project prioritization analytical problem-solving organizational and written verbal communication skills Excellent organization prioritization and planning skills required Working knowledge of retirement industry and internal record keeping system Demonstrated leadership skills This job description is not intended to be an exhaustive list of all duties responsibilities and qualifications of the job The employer has the right to revise this job description at any time You will be evaluated in part based on your performance of the responsibilities and or tasks listed in this job description You may be required perform other duties that are not included on this job description The job description is not a contract for employment and either you or the employer may terminate employment at any time for any reason as per terms and conditions of your employment contract We are an equal opportunity employer with a commitment to diversity All individuals regardless of personal characteristics are encouraged to apply All qualified applicants will receive consideration for employment without regard to age race color national origin ancestry sex sexual orientation gender gender identity gender expression marital status pregnancy religion physical or mental disability military or veteran status genetic information or any other status protected by applicable state or local law