Retirement Plan Specialist
Job Summary
Supporting Wealth Advisors and plan sponsors, the full-time remote Retirement Plan Specialist will manage plan design, prepare meeting materials, and serve as a liaison to plan providers while ensuring client satisfaction and retention.
Key responsibilities
- Prepare Fiduciary Investment Reviews and other meeting materials for plan execution
- Facilitate onboarding and transitioning of clients, ensuring a seamless process
- Respond to inquiries from plan administrators and participants to maintain strong client relationships
Required qualifications
- Bachelor's degree in Business, Economics, Accounting, Finance, or a related field
- Minimum of 3 years of experience in the financial industry
- Experience interacting with individuals at all income levels in a professional manner
- Notary designation is a plus
- Proficiency with RPAG, Salesforce, and MS Office Suite
Complete Job Description
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