Administrative Fiduciary Services, Inc. 'AFS' (www.afs316.com) is a 3(16)-firm headquartered in Houston, Texas. We provide 3(16) fiduciary services for all types of qualified retirement plans including, 401(k), Profit Sharing, and Cash Balance Plans. We are located at 10777 Northwest Freeway, Suite 440, Houston, TX 77092.

We are looking to fill a Distribution Specialist position. Although welcome, industry experience is not necessary and paid training will be provided. Upon hire, candidates will be required to successfully complete the NIPA Distribution Administrator and Loan Administrator Certificates. For additional information on the Distribution Administrator and Loan Administrator Certificate Program, please visit NIPA’s website at www.nipa.org.

Job Summary: The person in this position completes requests for loans, in-service distributions, termination distributions They handle participant inquiries and plan sponsor inquiries associated with this task. They coordinate loan default reports, Minimum Required Distributions, and other related tasks. The person in this position tracks and reports on the progress of all requests and gives information to participants, plan sponsors, and brokers, as necessary. Training will be provided, but the successful candidate should be comfortable learning independently.

Job Responsibilities:

• Prepare distribution and loan packages from start to finish, including vesting verifications for daily recordkept plans
• Identify loan defaults and MRD from reports online or provided by plan sponsors
• Assist participants, clients, and/or financial advisors with distribution and loan issues/inquiries
• Update account managers, management, and plan sponsors as necessary on requests and progress
• Serve as backup for answering the AFS participant services line
• Possess a general understanding and interpretation of plan documents regarding distributions and loans
• Serve as a backup for data entry
• Continue training on loan, distribution, and other 401k issues
• Pursue and attain NIPA's Distribution Administrator and Loan Administrator certificates
• Remain up to date on AFS' Cyber security procedures and training
• Establish solid working relationships with all vendors and plan sponsors to ensure open and accurate communication
• Perform other related duties as required

Qualifications:

• Bachelor’s degree
• Bilingual speaking a plus
• Knowledge of modern office procedures and methods including telephone communications, office systems, and record keeping
• Working knowledge or ability to quickly grasp concepts of reading, reviewing, and understanding plan documents
• Knowledge of modern business communication, including style and format of letters, memorandum, minutes, and reports
• Ability to use a personal computer
• Proficiency in MS Excel and MS Word
• Ability to establish priorities, work independently, and proceed with objectives without supervision
• Ability to handle and resolve recurring problems
• Superior organizational and coordination skills
• Flexibility, adaptability, and ability to multi-task

Compensation and Benefits:

• Base Salary $42,000 - $52,000
• Salaried, non-exempt
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours:

• Must be able to work from our Houston, TX office 
• You may choose a start time between 7:30 am and 8:30 am CST. You must start at the same time everyday. 

If you excel at solving your clients’ 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you!

Overview of the Position:

Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees!

What AFS Offers You:

This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA.

What You will Be Doing:

• Maintaining client and advisor relationships with a high client retention rate
• Maintaining a caseload of about 90 – 110 full-service partner level clients
• Managing and prioritizing workload towards weekly goals in a results-oriented team environment
• Working with other TPAs, recordkeepers, and advisors to ensure a great client experience
• Performing work according to AFS policies and procedures
• Consulting with clients regarding plan operation and design
• Identifying and assisting in resolving issues related to plan administration
• Monitoring recordkeeper message boards
• Monitoring notice deadlines and ensuring notices are distributed timely
• Reviewing and approving participant transactions
• Reviewing annual non-discrimination testing
• Reviewing and electronically filing the Form 5500 and other government forms

About You:

• Five or more years of 401(k) plan administration experience
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing
• NIPA credential, ASPPA credential, or a 4-year college degree
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• Ability to proactively and independently manage a book of business
• High level of critical thinking
• Committed to lifelong learning and coachable
• Must have a clean background check (including a clean credit history check)

Compensation and Benefits:

• Base Salary $70,000 - $95,000
• Salaried, non-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
• 37.5-hour work week
• You may choose a start time between 7:30 am and 8:30 am

AFS is hiring a Team Leader for the Client Relations Team. The focus of this position is managing a team of professionals to meet firm goals.  The Team Leader is responsible for training, goal setting, creating a positive work environment for junior staff, and performance reviews for the team members.  Team leaders typically have input into setting policies and are expected to champion AFS culture and goals.  Team leaders are evaluated primarily on the success of their team.  For this position, an individual must have a minimum ten years of industry experience and five years of supervisory experience. 

Job Responsibilities:

• Manage a team of 6-8 staff members, which will include some combination of Senior Account Managers, Account Managers and Associate Account Managers. Management will include ensuring client satisfaction of the clients assigned to the team, managing the team to meet AFS’s performance metrics, providing training and feedback to team members, and completing salary and performance reviews
• Must be a champion for AFS values and policies
• Assist in training staff members throughout the year
• Resolve a minimum of 50% of service issues escalated by team members
• Keep current with new regulations and legislation as well as an awareness of proposed regulations and legislation
• Assist with a minimum of three AFS client/broker outreach initiatives throughout the year, such as live seminars, webinars, or special AFS events
• Assist team members with annual client reviews
• Maintain a caseload of about 50 clients
• Provide design and consulting services to plans assigned to the team
• Cultivate existing client relationships for plans assigned to the team
• Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans assigned to the team

Qualifications: 

• 10+ years of experience in nondiscrimination testing
• 5+ years of supervisory experience
• Credentials with a nationally recognized organization (ASPPA or NIPA)
• Strong knowledge of ERISA and 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 is a plus

Compensation and Benefits:

• Base Salary $80,000-$120,000
• 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