Remote Retirement Plan Consultant

Job is Expired
Location: California
Compensation: To Be Discussed
Staff Reviewed: Thu, Aug 15, 2019

Job Summary

A financial services company has a current position open for a Remote Retirement Plan Consultant.

Core Responsibilities Include:

  • Assisting the client with all initial and ongoing plan design and document support
  • Providing superior customer service
  • Heading project teams and or provides training for Consultants or Assistants

Qualifications Include:

  • Strong analytical and problem solving skills
  • Strong Word, Excel, and Outlook skills
  • Experience in analysis of financial data required
  • Ability to effectively plan and assign work and supervise support staff

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