Job Summary

A financial services company is filling a position for a Telecommute Defined Benefit Implementation Consultant.

Individual must be able to fulfill the following responsibilities:

• Manage the overall onboarding process, client and advisor expectations and meeting service timelines
• Perform quality control and assurance for plan conversions
• Provide clear communication regarding the roles of each individual involved in the onboarding process

Qualifications Include:

• Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
• Defined Benefit experience
• Must have a consultative sales spirit
• Proficiency in MS-Office software applications, including Excel and Word
• Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents