Retirement Plan Consultant
Job Summary
To develop technical expertise in managing retirement plan business, the remote Staff Consultant will provide exceptional customer service, assist with recordkeeping and compliance services, and maintain client relationships while learning various aspects of the retirement industry.
Key responsibilities
- Manage recordkeeping for client plans, ensuring accurate processing and reconciliation of asset balances
- Maintain day-to-day client contact for inquiries and respond to client or participant communications within 4 business hours
- Assist with IRS Form 5500/SAR, audit packages, and compliance tests while managing deadlines for assigned tasks
Required qualifications
- Bachelor's or Associate's Degree in Mathematics, Business, Finance, or Accounting preferred
- Two or more years of related business experience preferred; willingness to obtain ASPPA RPF certificate
- Strong computer skills, particularly in Windows, Word, and Excel
- Excellent mathematical aptitude and organizational skills
- Relius Administration experience is a plus
Complete Job Description
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