Team Leader

The role

The Team Leader manages a team of 6-8 staff members to meet firm goals. This role involves training, goal setting, and performance reviews while maintaining a caseload of about 50 clients.

What you will do

• Manage a team of 6-8 staff members
• Ensure client satisfaction of clients assigned to the team
• Manage the team to meet AFS performance metrics
• Provide training and feedback to team members
• Complete salary and performance reviews
• Champion 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
• Assist with a minimum of three AFS client/broker outreach initiatives throughout the year

Required 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

Nice to have

• Knowledge of Pension Pro is a plus

Benefits

• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match
• Will supply all necessary computer equipment

Before you apply

• Must work from USA
• Must be authorized to work for any US employer

About the company

AFS is hiring a Team Leader for the Client Relations Team.