Retirement Plan Specialist
New
M
Mercer AdvisorsFinancial Services
Remote, USA, 8AM to 5PM, requires availability to meet business tasks and deadlines across multiple time zonesFull-TimeMiddle
Salary31 - 36 USD per hour
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Job Details
- Experience
- Minimum 3 years
- Required Skills
- Data AnalysisSalesforceMS Office
Requirements
- Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related).
- Minimum 3 years of financial industry related experience.
- Experience interacting with individuals at all income levels.
- Proficiency with RPAG, Salesforce and MS Office Suite.
- Ability to work independently and in a team environment.
- Excellent verbal, written, analytical, and organization skills.
- Ability to simplify complex issues for advisors and clients.
- High attention to detail.
Responsibilities
- 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.
- Support plan design and proposal preparation.
- Facilitate and navigate plan changes, including plan design and fund changes.
- Onboard new clients and ensure a seamless transition process.
- Answer inquiries regarding the plan from plan administrators/sponsors and participants.
- Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.
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