Senior Plan Administrator
Lake Oswego, OR

Company Overview:

AKT Retirement Plan Services (AKT RPS) is a professional third-party administration and record keeping firm. Our office locations include Escondido, California and Lake Oswego, Oregon. We are affiliated through common ownership with AKT Wealth Advisors, LP and AKT LLP. AKT RPS provides a full range of services to corporate retirement plans. Our professional services encompass plan design, plan administration, trust accounting, daily valuation recordkeeping, fiduciary consulting, and other various types of consulting. We provide these services to over 250 clients across all industries, both for profit and nonprofit, located in the Western United States and Alaska. We serve clients with up to 10,000 employees. Our clients’ plans cover a wide range of qualified defined contribution plan types, including hybrid or cross-tested plans.

Responsibilities:

• Provide comprehensive administration and compliance services from start to finish
• Provide accurate, consistent, and concise information to clients in a professional manner
• Maintain client confidentiality
• Develop relationships with clients and demonstrate a capacity to earn clients respect and trust, providing opportunities to sell existing clients new services and attract new business to the Firm
• Advise clients on retirement plan designs
• Interpret retirement plan documents
• Prepare quarterly and annual government filings
• Identify and resolve discrepancies and other problems; implement appropriate corrective action as needed

• Minimum of 5 years experience in defined contribution work
• Bachelor’s degree from an accredited college/university 
• Experience using administrative software (experience in ASC preferred)  
• Excellent written and verbal communication skills  
• Strong problem solving skills  
• Fundamental understanding of defined benefit plans preferred  
• Proficient in the use of Microsoft Windows and Office (Word, Excel, Access, etc.)  
• Flexible, adaptable, ability to multi-task, and willingness to learn 
• Attention to detail and accuracy

To Apply