Telecommute Defined Benefit Implementation Consultant

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Wed, Mar 24, 2021

This job expires in: 13 days

Job Category: Financial

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors, Doctorate

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

COMPLETE JOB DESCRIPTION

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