At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.
We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility.
RESPONSIBILITIES: Proactively discuss and/or support products and services, and plan design with plan sponsors. Assist clients with requests for plan changes and ensure the necessary project plans are followed through to completion. Alerts management and other appropriate parties (ie. legal, financial advisor, alliance manger, other ADP business units, etc.) of critical client issues where appropriate. Maintain a basic understanding of the types of investments in each retirement plan and be a LIASON for client questions. Assess, recommend and/or create custom client and participant Education Program(S) and schedule participant education workshops with the plan sponsor. Request employee education workshops and literatureConduct and/or support in-person Annual Plan Reviews for all plans with assets greater than $10m. Conduct and/or support Annual Plan Reviews via conference call for plans under $10M or in person as necessary. Assist Sales in pre-sales meetings by attending in-person or via conference call as necessary. Communicate and/or support compliance testing results and recommend options to improve results (if necessary). Monitor plan documents for adherence to applicable rules and regulations. Assist and/or support clients in complying with year end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Audit Package preparation and reconciliation. Monitor profitability of clients and recommend appropriate revenue generating products and services. Proactively seek out and/or support additional revenue opportunities such as M-A activity or payroll additions. Provides mentoring - constructive feedback to new associates on a consistent basis. Effectively handles escalated calls. Assists in phone monitoring duties. Proactively assists with critical clients. Coordinates and peer reviews plan changes and acquisitions. Keeps management abreast of any trends visible through all client interactions, operational data and clarify cases. Takes part in disaster recovery testing and provides feedback on system enhancements Performs other related duties as assigned. QUALIFICATIONS REQUIRED: Up to 1 Year of Directly Related Experience
A college degree is great but not required. What is more important is having the skills to do the job. Other acceptable experiences could include:
• Experience noted above, OR
• Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP affirms that inequality is detrimental to our associates, our clients, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. ADP is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.