About BBG, A Division of Patriot Growth Insurance Services: For nearly 30 years, Business Benefits Group has remained a recognized leader in employee benefits, HR consulting, and business insurance. We have supported thousands of businesses across many industries to help to meet their goals and achieve more as a business. We remain a benefits-centric agency, bringing the tools, resources, and solutions that employers should expect to address new challenges with rising health care costs, regulatory issues, and advancements in technology. Our team of trusted advisors help to lead our clients through these challenges, and more – while also setting a high bar for our industry as a thought leader within the industry.

Position Overview: The 401(k) Administrator is responsible for providing comprehensive administrative support to the Retirement Plan Benefits Division. This role is crucial in managing internal processes, maintaining organized systems, and assisting in client and individual-level servicing tasks. The Administrator ensures operational efficiency and high-quality service delivery to clients and internal stakeholders.

Work Arrangement: This is a part-time position reporting to our office located in Fairfax, VA.

Professional Responsibilities:

• Develop and distribute a weekly newsletter using approved sources, ensuring timely delivery to clients and partners, including providing finalized materials to Ameritas.
• Manage and maintain accurate asset tracking by organization, including monthly asset totals, point-of-contact records, relationship history, and broker involvement.
• Oversee the organization and maintenance of SharePoint files, ensuring that platform information, prospect details, quoting materials, onboarding documentation, client files, and archived client data are up-to-date and digitized as needed.
• Manage key tracking systems to support prospecting, onboarding, and agency-wide management efforts, including plan review schedules, compliance tracking, fiduciary training, and financial education initiatives.
• Coordinate employee-related activities such as scheduling meetings, processing financial education requests, facilitating financial needs analyses, handling rollover requests, and addressing account service inquiries.
• Support individual client relationships by organizing meetings, conducting financial needs assessments, and tracking client-specific services such as retirement and investment accounts, college savings plans, and insurance needs.
• Assist the Retirement Plan Benefits team with comparative fund lineup spreadsheets, virtual meetings, and the research, assembly, and analysis of data to support decision-making and client recommendations.
• Draft and edit a variety of client communications, including emails, presentations, spreadsheets, and other documents, ensuring clarity, professionalism, and alignment with client and agency expectations.
• Perform additional administrative and client service duties as assigned, contributing to the operational efficiency and success of the Retirement Plan Benefits Division.

Qualifications and Requirements:

• 2 or more years of experience in administrative or retirement plan-related support (Required).
• Associate Degree in Business Administration, Finance, or a similar field (Required).
• Bachelor’s Degree in Business Administration, Finance, or a similar field (Preferred).
• Familiarity with retirement plans or financial services (Preferred).
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized retirement solutions.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
• Proficiency in using software systems, including Customer Relationship Management (CRM) system, Microsoft Office Suite, and other tools used for client management and communication.
• Commitment to learning industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,100 employees operating in over 160 locations across 48 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide continual learning and enhanced career opportunities for our dedicated, professional team.

?In addition to a competitive salary, we provide a comprehensive Total Rewards Program to part-time employees. Benefits eligibility requirements vary based on hours worked. We offer:

• 401K Retirement Plan
• Company paid Employee Assistance Program (EAP)
• Paid holidays
• Paid sick time

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.