We are seeking a Retirement Plan Specialist to join our team. This role will work in tandem with our Financial Advisors and Operations team to service Plan Sponsor Clients, Plan Participants and work with the various vendors associated with qualified retirement plans.
Our office is conveniently located in Camp Hill and our work environment is friendly and collaborative. We offer competitive compensation and benefits and flexible scheduling and partial remoteworkopportunities may be available.
Essential Job Functions for this role include:
● Prepare Plan Sponsor Investment Reviews, Agendas, Reports, and supporting material for quarterly meetings
● Work with Plan Sponsors and Retirement Plan Vendors (recordkeepers, third-party administrators, legal counsel, accountants, actuaries) on a daily basis to answer Plan questions and oversee resolution to Plan issues.
● Oversee and work with Plan Sponsors and Retirement Plan Vendors regarding explanations of plan administrative issues, recordkeeping, retirement plan regulations and related matters.
● Respond to Plan Participant inquiries in need of assistance with Plan transactions, Plan design questions, and assistance with Plan Recordkeeper questions.
● Onboarding new clients – collaborate with the Financial Advisors to ensure a seamless onboarding process.
● Participate in Client Calls or Meetings as requested to support services such as Plan Administration, Design, and Plan Wellness.
Client Support
● Answer inquiries regarding the plan from plan administrators/sponsors and participants.
● Ensure strong client satisfaction and retention from plan administrators/sponsors and we
alth management clients.
● Communicate on a daily basis with recordkeepers, Third-Party Administrators, and custodians.
Qualifications
● Bachelor’s degree or equivalent preferred in Business, Economics, Mathematics, Accounting or Finance related field
● Minimum 3 years of retirement plan related experience
Job Skills
● Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
● Excellent verbal, written, analytical, and organizational skills
● Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely.
● High attention to detail and the ability to see things through from concept to implementation
● Strong computer skills and proficiency using Microsoft Office suite (Office, Excel, Outlook) and comfortable using technology
● Knowledge and experience of CRM systems
● Conscientious and possess high standards for both quality and quantity of work
● Strong organizational, reading, writing and basic mathematical skills
● Ability to maintain confidential information
● Must pass successful background check upon hiring
Benefits:
Group Health Insurance
Dental
Vision
Matching 401k
Paid time off
Work Location: In person
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