Retirement Plan Specialist

Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related). Minimum 3 years of financial industry related experience. Experience with interacting with individuals at all income levels in a professional and confidential manner. Proficiency with RPAG, Salesforce and MS Office Suite. Excellent verbal, written, analytical, and organization skills. Technical and analytical training and ability to multi-task and manage multiple projects at once. Ability to simplify complex issues and communicate them clearly and concisely. Results-oriented individual with proven ability to thrive in a fast-paced environment. High attention to detail. Flexible, Reliable, Trustworthy, and Confidential with all matters.

Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. Prepare Fiduciary Plan (Design) Review for meetings and delivery. Prepare Provider Review for meetings and delivery. Plan design and proposal preparation. Facilitate and navigate plan changes. Onboarding new clients. Transitioning clients. Answer inquiries regarding the plan from plan administrators/sponsors and participants. Ensure strong client satisfaction and retention. Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.