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Director

Summary

Directs teams performing 401(k) non-discrimination testing and fiduciary compliance for employer plans, ensuring regulatory adherence and client retention.

AFS is hiring a Director. Administrative Fiduciary Services Inc. (‘AFS’) serves as a co-fiduciary with employers with respect to administrative issues helping employers more effectively fulfill their fiduciary responsibilities and saving employers time.

The focus of the Director of AFS is managing teams of professionals to meet company goals. For this position, an individual must have a minimum of ten years of non-discrimination testing experience and eight years of supervisory experience.

Job Responsibilities:

  • Champion AFS values and policies
  • Manage 4 – 6 teams
  • Monitor team productivity and progress toward firm/team goals through report generation
  • Set and monitor weekly goals for each team
  • Resolve a minimum of 90% of service issues escalated by your team members
  • Develop and train assistant team leaders and team leaders
  • Manage salary budgets and client retention for your teams
  • Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
  • Stay abreast of emerging trends in technology and law changes and provide leadership in evolving AFS service offerings
  • Provide input on staffing and team models
  • Participate in succession planning for your teams
  • Assist AFS management in moving to a more institutionalized business model

Qualifications:

  • 10+ years of experience in non-discrimination testing
  • 8+ years of supervisory experience
  • Credentials with a nationally recognized organization (ASPPA or NIPA)
  • Strong knowledge of ERISA, Internal Revenue Code and Regulations
  • Strong research and analytical skills
  • Excellent written and verbal communication skills
  • Proficiency in MS Excel and MS Word
  • Superior organizational and coordination skills
  • Flexibility, adaptability, and ability to multi-task
  • Knowledge of Pension Pro a plus

Compensation and Benefits:

  • Base Salary $120,000 - $150,000
  • Salaried, exempt
  • Medical, dental, disability, and life insurance
  • Paid time off
  • 401(k) plan with employer match

Work Location/Hours:

  • Work from home
  • Must work from USA and be authorized to work for any US employer
  • We will supply all necessary computer equipment
  • You may choose a start time between 7:30 am and 8:30 am

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What this application asks

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First Name, Last Name, Email, Phone, Resume/CV, Cover Letter

  • Please provide your complete address (Address 1, Address 2 (if applicable), City, State, and Zip Code).
  • Are you legally eligible for employment in the United States? choose one
  • Please provide your United States Visa status, if applicable. optional
  • Are you at least 18 years old? choose one
  • Have you filed all required federal and state personal tax returns timely? choose one
  • Have you paid all federal income taxes that you owe? choose one
  • If you have not paid all federal income taxes that you owe, have you entered into a payment agreement with the Internal Revenue Service? choose any
  • Have you declared bankruptcy in the last five years? choose one
  • Have you had a property foreclosed upon or been sued for nonpayment on bills in the last five years? choose one
  • In the past five years, have you been more than 90 days behind on any bill? choose one
  • If you owe child support, are you current on your child support? choose any
  • What hours are you available to work?
  • If hired, when could you start?
  • Do you have 10+ years of experience in nondiscrimination testing? choose one
  • Do you have 8+ years of supervisory experience? choose one
  • Do you have credentials with a nationally recognized organization (ASPPA or NIPA)? choose one
  • If you answered yes to the previous question, please list your credentials. optional
  • Do you have strong knowledge of ERISA and Internal Revenue Code and Regulations? choose one
  • Do you have proficiency in MS Excel and MS Word? choose one
  • What is your minimum required salary? choose any
  • Where did you hear about this job (please provide website name if applicable)?
  • If you have a LinkedIn Profile, please share it here! optional
  • Please list your most recent and relevant positions. Employer Name #1 (Most Recent)
  • Employer #1 Location and Phone Number optional
  • Job Title #1 optional
  • Dates of Employment #1 (MM/YYYY - MM/YYYY) optional
  • Responsibilities and Accomplishments #1 optional
  • Reason for Leaving Company #1
  • Supervisor #1 Name optional
  • May we contact? choose one · optional
  • Employer #2 Name
  • Employer #2 Location and Phone Number optional
  • Job Title #2 optional
  • Dates of Employment #2 (MM/YYYY - MM/YYYY) optional
  • Responsibilities and Accomplishments #2 optional
  • Reason for Leaving #2
  • Supervisor #2 Name optional
  • May we contact #2? choose one · optional
  • Employer #3 Name
  • Employer #3 Location and Phone Number optional
  • Job Title #3 optional
  • Dates of Employment #3 (MM/YYYY - MM/YYYY) optional
  • Responsibilities and Accomplishments #3 optional
  • Reason for Leaving #3
  • Supervisor #3 Name optional
  • May we contact #3? choose one · optional
  • I hereby certify that all statements made in this application are true and correct to the best of my knowledge and belief. I understand that any misrepresentations or omissions of facts in this application are grounds for disqualification from further consideration or for dismissal from employment. I authorize the company to inquire into my educational, professional and past employment history references as needed to research my qualifications for this position. If employed, I agree to conform to the rules, regulations and policies of the company. I understand that I will be an employee “at will” and either the company or I may terminate my employment relationship at any time for any reason not in violation of law. I hereby acknowledge that I have read and fully understand the forgoing and seek employment under these conditions. choose any

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