Our non profit client is the leading voice and advocate for the state’s hospitals and health care systems. With a mission to advance healthcare across Texas, our client supports member organizations through leadership, advocacy, and operational excellence.

This role is part of a small, high-impact team that plays a critical function within the organization. If you're detail-oriented, experienced with retirement plans, and thrive in an independent work environment, this could be the perfect opportunity for you.

Position Overview:

The Retirement Plan Specialist is responsible for the day-to-day operations of our retirement plan administration, ensuring accuracy, compliance, and excellent service to plan participants and HR professionals. This is a highly visible and trusted position requiring subject matter expertise, precision, and empathy.

This is not an entry-level position. Candidates must have prior experience working with retirement plans and be familiar with industry terminology and operations.

Key Responsibilities:

• Retirement Plan Processing:

  • Accurately process retirement plan distributions (e.g., lump sum payments, installment options, and 401(k) loan activity).

  • High-volume data entry with zero tolerance for errors. Accuracy is essential.

• Error Monitoring & Reporting:

  • Generate and analyze reports to identify discrepancies or processing errors.

  • Follow up on flagged items, ensuring swift and accurate resolution.

• Customer & Client Support:

  • Respond to inquiries from retirement plan participants, HR professionals, and beneficiaries.

  • Provide clear explanations with empathy, especially when discussing sensitive financial matters.

Must-Have Experience:

• Direct experience working with retirement plans (401(k), 403(b), or similar).

• Solid understanding of key retirement terminology (e.g., lump sum, installment payments, loans, distributions).

• Proficiency in Microsoft Excel (pivot tables, v-lookups, formulas, etc.).

Preferred Background:

• Experience working in corporate benefits or retirement administration.

Soft Skills & Work Style:

• Strong attention to detail and commitment to accuracy.

• Ability to work independently and troubleshoot issues using available resources.

• Empathetic and professional communication style, especially when working with beneficiaries or HR teams.

• Willingness to schedule meetings with team lead (Lee Ann) when necessary, after attempting to resolve issues independently.