Contract Administrator

The Client Contract Administrator will be responsible for creating new or amending existing legal agreements for the organization’s institutional clients, including Recordkeeping Agreements, Amendments, Custodial Agreements, etc. In addition to creation, the role will partner closely with implementation teams to ensure on time and accurate delivery of agreements to clients, and document and facilitate resolution when client negotiations occur. This position is responsible for ensuring contractual agreements comply with legal requirements and the organization’s needs as well as policies and procedures.

• Reviews client data and reaches out to the implementation team to resolve issues in a timely manner.
• Ensures adherence to Client Agreement best practices and regulatory requirements.
• Drafts new or amended legal agreements for institutional clients with the utmost attention to quality.
• Seeks guidance from Senior Client Agreement associates regarding implementation challenges that require more advanced knowledge and experience.
• Interprets implementation documents to understand impact to legal agreements.

• Demonstrates strong written and verbal communication.
• Knowledge and understanding of retirement plan design and ERISA regulations.
• Ability to prioritize work appropriately and understands importance of client deliverables.