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Benetrends Financial logo
Benetrends Financial

Funding your business. Fueling your growth.

Retirement Plan Analyst

AnalystAnalystOtherRemoteSeniorTeam 51-200Since 1983H1B No SponsorCompany SiteLinkedIn

Location

Arizona + 17 moreAll locations: Arizona | California | Colorado | Florida | Iowa | Louisiana | New Jersey | New York | North Carolina | Ohio | Maryland | Massachusetts | Michigan | Minnesota | Pennsylvania | South Carolina | Texas | Utah

Posted

86 days ago

Salary

0

Seniority

Senior

Bachelor DegreeEnglish

Job Description

Retirement Plan Analyst

Benetrends Financial

• Assist with administering Retirement plans and other qualified retirement plans • Communicate with clients, financial advisors, and internal teams • Review plan data to ensure accuracy and compliance • Prepare annual plan reports and documentation • Help troubleshoot client questions and deliver excellent service • Manage multiple tasks and deadlines with strong attention to detail • Contribute to a team oriented, client focused environment

Job Requirements

  • A bachelor’s degree, ASPPA credentials, or an equivalent combination of education and experience
  • Great customer service skills — you’re comfortable communicating with clients, following up, and helping resolve issues
  • Some understanding of retirement plan administration and IRS rules is helpful but not required if you’re eager to learn
  • Strong organizational skills, attention to detail, and ability to manage several projects at once
  • Proficiency in Microsoft Office 365
  • Excellent written and verbal communication skills
  • Ability to present information clearly and respond to questions from clients and coworkers
  • Comfortable collaborating with a team and also working independently
  • Pension Pro experience is a plus but not required

Benefits

  • Training and support for ASPPA and other industry certifications
  • Opportunities for long term growth within the company
  • Medical, Dental, and Vision benefits
  • 401(k) plan
  • Paid time off and company holidays
  • A friendly, team oriented work environment
  • Supportive leadership and professional development

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