Consultant Assistant
Job Summary
Detail-oriented and organized, the full-time Consultant Assistant will provide administrative support to Retirement Plan Consultants, assisting with client communications and ensuring timely completion of plan-related tasks in a hybrid work environment.
Key Responsibilities
- Provide administrative and operational support to Retirement Plan Consultants
- Assist with client communications and follow up on outstanding information and documentation
- Collect and organize client census data and other plan-related information
Required Qualifications
- High school diploma or equivalent required; associate or bachelor's degree preferred
- 1-2 years of administrative, client service, financial services, or related experience preferred
- Intermediate proficiency with Microsoft Excel
- Ability to learn new systems, processes, and retirement plan concepts quickly
- Strong attention to detail and commitment to accuracy
Complete Job Description
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