Retirement Plan Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• The Retirement Plan Specialist offers support to Wealth Advisors, plan sponsors, administrators, and participants.

• Reporting to the Retirement Plan Manager, the Retirement Plan Specialist is tasked with assisting Wealth Advisors in plan design, preparing meeting materials, and acting as a liaison to plan providers.

• This role involves collaboration with plan providers, such as recordkeepers, third-party administrators (TPAs), and custodians, to address plan requirements.

• Prepare Fiduciary Investment Reviews (FIRs) for meetings and distribution.

• Prepare Fiduciary Plan (Design) Reviews for meetings and distribution.

• Prepare Provider Reviews for meetings and distribution.

• Engage in plan design and proposal preparation.

• Facilitate and manage plan changes, which include alterations in design, fund changes, etc.

• Onboard new clients by collaborating with the sales team to ensure a smooth onboarding experience.

• Transition clients by working with advisors to guarantee a seamless transition process.

• Address inquiries regarding the plan from plan administrators/sponsors and participants.

• Maintain high levels of client satisfaction and retention among plan administrators/sponsors.

• Communicate effectively with recordkeepers, Third-Party Administrators (TPAs), and custodians.

⛳️ Requirements

• Bachelor’s degree or equivalent (ideally in Business, Economics, Accounting, or Finance-related fields).

• At least 3 years of experience in the financial industry.

• Proven experience interacting professionally and confidentially with individuals at all income levels.

• Notary designation is an advantage.

• Self-motivated and well-organized individual with a proven ability to work independently and collaboratively, following through on details to completion.

• Exceptional verbal, written, analytical, and organizational skills.

• Technical and analytical training, with the capability to handle multiple tasks and projects simultaneously.

• Ability to simplify complex issues and communicate them clearly and concisely to advisors and clients.

• Results-driven individual with a track record of succeeding in a fast-paced environment.

• Strong attention to detail and the capability to see projects through from concept to implementation.

• Proficient in RPAG, Salesforce, and the MS Office Suite.

• Must be flexible, reliable, trustworthy, and maintain confidentiality in all matters.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays, including a full week off at Thanksgiving.

• Generous paid time off for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits including company-paid STD, any supplemental STD, and Parental Leave (8 weeks) for recovery, bonding with the baby, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with various caring needs for aging parents, young children, and life's challenges.

• 401(k) Retirement Plan featuring both Traditional and Roth plans with per pay period match, along with an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.