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JOHNSON FINANCIAL GRP Wealth Retirement Plan Services Analyst in RACINE, Wisconsin

JOB REQUIREMENTS: Job Description Overview The primary responsibility is to provide comprehensive support to the Wealth RPS Relationship Managers, Wealth RPS Account Managers, Wealth RPS Sales Officers, Wealth RPS Education Specialist along with RPS Clients and their participants in the day to day service activities of account relationships. Responsible for quarterbacking both internal and external client responses. The position is also responsible for delivering a high degree of business professionalism as a contact for RPS Team, clients and participants, responding to routine and complex business, plan, and service questions. Additionally, the position also supports the needs of the business in managing daily tasks and workflow, proactively managing annual plan administration activities, assisting with sales and business development activities, and assigned projects. Position Specific Responsibilities Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, Wealth RPS Account Managers, clients and their participants throughout the processes of client conversion, maintenance, and communication. Primary responsibility is to support Accounting systems and Recordkeeping applications. Acting as resource to internal and external clients in supporting a \"white label\" outsourcing environment. Under minimal supervision, provide complex and confidential support services. Independently handle a wide variety of situations and assignments that are non-routine. Serves as a day to day contact and consultant to RPS clients and participants (as a secondary point of contact beyond the call center) on plan matters and questions. Researches and assists in resolving client inquiries and issues through to resolution involving plan document provisions, impact of regulatory requirements on plan operations; displays initiative to problem solve and escalate when appropriate, ability to work independently. Will compose correspondence, prepare reports, and participate in special projects as directed, including providing direction to vendor regrading report building and data collection. Prepares and composes sales presentations, client fiduciary and service reviews, and participant communication materials under the direction of the Sales Officer and/or Wealth RPS Relationship Managers. Provide Quality Assurance check on Plan Compliance Testing for clients to testing is completed timely and properly. Manages annual and ad hoc plan administration workflows (annual census and testing cycle, Form 5500 filing, external audit support, fund changes, plan amendments, Notice requirements, etc.) Support 5500 Audit requirements and provide 3(16) 5500 Review and electronic submission. Responsible for preparing daily, monthly, quarterly, and annual reporting within... For full info follow application link. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/B731F6E885454C28

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