Place of Business:
Texas Hospital Association

Basic Function:

We're looking for a detail-oriented individual who will be responsible for assisting with the day-to-day administration of the THA 50+ Retirement Plans with over $1 billion in assets in 3 trust accounts. This role will be responsible for processing pension payments, managing benefit distributions, reconciling trust accounts, and providing exceptional support to plan participants.

Job Duties and Responsibilities:

• Accurately review and complete required retirement plan payment request forms prepared by third-party for all participants terminating employment, retiring, deceased, disabled and in-service withdrawals for the participating hospitals in the THA Retirement Plan system.
• Resolve participant inquiries and support pension annuitants.
• Collaborate with the Retirement Plan Manager, third-party administrators, and VP to ensure timely and accurate completion of work.
• Provide direct support to plan sponsors, including hospital payroll and HR staff by assisting with questions about the plan.
• Input and track plan contributions and expenses using QuickBooks.
• Reconcile trust account statements monthly.
• Attend quarterly board meetings and prepare minutes for approval.
• Assist with annual plan audits by preparing and coordinating required information.
• Research and recover overpaid funds related to outstanding checks and participant records.
• Review and edit plan communication materials.
• Prepare and process various plan-related expenses such as legal and consulting.

Minimum Qualifications:

• Bachelor’s degree in business, Accounting, Finance or Human Resources degree preferred or equivalent experience.
• Demonstrated knowledge of retirement plan regulations. Including ERISA, IRS and DOL regulations.
• Two-five years’ work experience in fast paced office environment. Must be highly organized, resourceful and have a strong attention to detail.

Skills and Abilities:

• Strong written and verbal communication and interpersonal skills as well as the ability to exercise discretion and confidentiality. Demonstrate excellent customer service to internal and external stakeholders.
• Strong Critical thinking skills
• Superior analytical and problem-solving skills.
• Ability to take initiative, self-manage, and meet deadlines. Ability to manage multiple assignments.
• Ability to identify, troubleshoot, and solve problems.
• Excellent MS Word and Excel Skills required.
• QuickBooks skills preferred.
• Position involves hybrid in-person and work-from-home work model.

Compensation: up to $75,000 annually, depending on experience and qualifications.