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Retirement Plan Specialist
Location
United States
Posted
59 days ago
Salary
$31 - $36 / hour
Seniority
Senior
Job Description
Retirement Plan Specialist
Mercer Advisors
• The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. • The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. • The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. • 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, including plan design, fund changes, etc. • Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process. • Transitioning clients – collaborate with advisors to ensure a seamless transition process. • Answer inquiries regarding the plan from plan administrators/sponsors and participants. • Ensure strong client satisfaction and retention from plan administrators/sponsors. • Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.
Job Requirements
- 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
- Notary designation a plus
- Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
- 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 to advisors and clients clearly and concisely.
- Results-oriented individual with proven ability to thrive in a fast-paced environment
- High attention to detail and the ability to see things through from concept to implementation
- Proficiency with RPAG, Salesforce and MS Office Suite
- Flexible, Reliable, Trustworthy, and Confidential with all matters
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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