Fund Administrator

Posted 2 years ago

J&R Ross Agency, LLC, a professional recruiting firm, is seeking a senior-level Fund Administrator. This role is a perfect fit for a professional who is interested in joining an established organization.

Salary: $145,000 – $210,000


  • Responsible for the overall management and administration of various benefit plans-including, but not necessarily to, pension, welfare, container royalty. Directs all activities and aspects of each plan function
  • Responsible for all accounting, benefit administration, contribution collection, and other support functions for each plan. Coordinates and manages all policies, activities, and programs associated with the plans
  • Responsible for providing leadership in the development, implementation, and management of both current and future Fund Office technology, including but not limited to SIMPAL System, GUI Pension System, and Information Management System (IMS)
  • Supervises and controls the daily operations of the plan staff – including activities performed for or on behalf of the plans by various service providers and vendors – with the objective of ensuring efficient and prompt execution of all duties and responsibilities, compliance with the mission and goals of the plans, as otherwise directed by the Board of Trustees
  • Manages the activities of the plans as assigned by the Board of Trustees; implements the policies adopted by the Board of Trustees; directs the actual administration and operation of said policies; controls and evaluates the effectiveness of systems, processes and procedures utilized to conduct the activities of the plans
  • Hires and retains appropriate plan personnel and engages outside professionals, at the direction of the Board of Trustees, to allow for the successful function and effective operation of the plans
  • Designs the systems that will accommodate policy determinations and directives made by the Board of Trustees, and executes various programs approved the Board of trustees
  • Communicates with the participants, professionals, employers’ governmental agencies and service providers to provide necessary information relating to the plans or as directed by the Board of Trustees
  • Acts as an advisor and an initiator of policy to the Board of Trustees and outside plan professionals to provide suggestions and recommendations with respect to the operation and activities of the plans
  • Carries out other duties and responsibilities as may be assigned by the Board of Trustees
  • Manages personnel that perform accounting, benefit administration, contribution collection and information technology, and other staff
  • Responsible for the direction, coordination, and evaluation of each department and corresponding staff
  • Performs supervisory responsibilities along with Assistant Administrator in accordance with established policies and applicable laws. Specific responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work, appraising performance, rewarding, and disciplining employees; addressing complaints and resolving problems. Each of these specific responsibilities may be delegated to appropriate individuals as deemed necessary


  • Bachelor’s Degree, Master’s Degree (Preferred) in a business-oriented curriculum
  • 8 to 12 years of related experience, particularly with accounting, benefit administration, public administration, and technology
  • Ability to comprehend various legal, financial, actuarial, insurance and investment related information and documentation quickly and accurately

Successful candidates will be self-motivated and able to prioritize, have a high level of organizational skills and possess a strong work ethic. This is truly a team environment and your legal knowledge, skills and reliability will be rewarded here! Employees are offered a generous benefits package and work with a great team.

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