An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically
close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise.
Essential Duties and Responsibilities
Manage a select group of retirement plan conversions
Responsible for all aspects of plan conversions
Drafting participant notices and service agreements
Perform project tasks independently, and direct the efforts of others
Anticipate client needs and formulate solutions to client issues
Prepare and review deliverables for accuracy and quality
Plan and participate in client conversion meetings
Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
Skills
Excellent problem solving including an ability to independently research and determine strategies to solve client needs
Experience fostering client relationships
Operating standard office equipment and using required software applications, including Microsoft Office and established databases
Providing excellent customer service
Critical thinking
Communicating effectively, both orally and in writing
Prioritize, work independently and drive tasks to completion
Lead project teams and function with multiple tasks and deadlines concurrently
Handle multiple ongoing projects
Knowledge of the Relius recordkeeping system
Education/Previous Experience:
- Bachelor's Degree and a minimum of three (3) years of relevant experience in financial services.
OR
- Any equivalent combination of education, training and/or experience approved by Human Resources.
Licenses/Certifications
QKA or QPA designation preferred
