Retirement Plans Specialist locations - Washington - Remote - Montana - Remote - Idaho - Remote - Oregon - Remote time type Full time job requisition id R100190 Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $84,880.00 - $127,330.00 The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. Territory is primarily Greater Spokane, with some accounts also located in Idaho and Montana Essential Functions for this role include: - Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. - Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies - Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes - Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators - Proactively schedule, organize and effectively market all daily activities and onsite client visits - Exceed all assigned production, activity, and service-related goals - Record all daily activity in contact management systems accurately - Identify and refer new group or individual business opportunities to the appropriate manager - Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees - Perform other duties as assigned. If you have the following credentials, we encourage you to apply: - 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful. - Series 65 licensing required. - Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations. - Experience with IRAs, 401ks, 403b, 401a, or DB plans. - Demonstrated ability to effectively market and service a geographically diverse client base. - Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary. - Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations. - Ability to work independently as well as in a team environment. - Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point. - Strong time management and organizational skills. - Ability to work in a fast-paced, task-oriented environment preferred. - Spanish bilingual preferred. To benefit your career and support your wellbeing, we offer: - Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions - Flexible and hybrid work schedules to support work-life balance - Tuition reimbursement to support continued education - Professional and career development opportunities, including courses and certifications - Comprehensive wellness programs promoting physical, mental, and emotional health - Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare’s benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

• Synthesize Information: You’ll work to onboard new and existing catering partners using our partner-facing Guided Onboarding tool as well as other automation tooling to translate data points into Freedom to create stores. • Prioritize: You’ll juggle multiple work streams along with competing stakeholder priorities and SLAs. • Uphold: We have onboarding requirements that are proven to set our partners up for success. We’ll need you to be well versed and comfortable with explaining “the why” behind the requirements and upholding them, both internally and externally. • Communicate: You’ll work with restaurant partners directly; from those who want to expand their footprint on our Marketplace to new partners who are eager to join. You’ll need to go beyond helpful to make every catering partner’s experience easy and efficient. • Collaborate: Solution-oriented feedback is our bread and butter. We’ll need your help in improving our process and tools. • Make an Impact: You’ll make an immediate impact on our company goals and will be an essential part of the success of thousands of restaurant partners. • Identify, test, and support the implementation of process improvements in our team tools. • Get Scrappy: You’ll be at the forefront of the testing & implementation of new processes and we’ll need you to be nimble, solution-oriented, and vocal with feedback.

Role Description As Partner Integrations Specialist you will be accountable for the technical delivery of JUMO's integrations end-to-end. This includes initial analysis through to deployment and go-live. You will work closely with JUMO's product, engineering and partner-facing teams to document, plan and execute the technical delivery of our products, and coordinate the partner side of the development lifecycle from inception through to launch and post-launch support. You will report to the Head of Integrations. - Coordinate and manage the technical delivery of JUMO's products, from scoping to go-live and post-launch support - Manage and coordinate partner-led deployments as needed (during after-hours/late-night partner maintenance windows) - Present and lead technical demos and presentations to external partners or internal teams - Have a willingness to travel across Africa and work with partners on-site - Create and maintain technical integration documentation to capture business requirements for new integrations (sequence, architecture and component diagrams) - Act as the bridge between external partners and internal technical teams - Discuss technical details with internal teams and partners, considering long-term implications and trade-offs - Resolve integration issues through monitoring, root cause analysis and implementation of technical solutions with the relevant internal or external teams - Handle technical escalations and follow up on support requests raised with our technical partners - Perform systems integration testing and user acceptance testing by creating and executing test cases - Make decisions with partial information in a fast-paced environment Qualifications - An undergraduate degree or diploma - 5 - 8+ years' experience coordinating between multiple teams to deliver software products - A technical background, with experience in: - 3rd Party integrations - RESTful APIs, JSON/XML and cloud technologies - Agile processes and software development lifecycles - Technical analysis and requirements gathering - Code-based diagrams, e.g. Mermaid or PlantUML - Stakeholder management skills and the ability to build relationships with partners - A positive and constructive attitude - The ability to self-manage and take ownership, show initiative - The ability to push back constructively and say 'no' where appropriate, both internally and externally - The ability to adapt communication style to technical and non-technical audiences - To be a logical and critical thinker with strong problem-solving skills, able to question assumptions - Attention to detail - The ability to prioritise, take in the bigger picture, and stay flexible with changing priorities - To be comfortable building lightweight tools or automations (e.g. scripts, Google Apps Script, JavaScript, simple web tools) - To embrace change, as the work environment is dynamic, fast-paced and full of challenges Requirements - Bonus if you have: - Experience with cloud monitoring services such as Datadog - Experience in fintech, payments, mobile money or e-wallet ecosystems - Fluency with project management tools (e.g. JIRA, Confluence) - Experience with API tooling such as Postman - Experience with code-based diagrams (e.g. Mermaid, PlantUML) Benefits - Collaborating with smart, engaging people in an inspiring work environment - Working for impact - Growing and learning continuously, with loads of encouragement and support - Boldly taking risks as we navigate new challenges - Flexible work practices enabling your best delivery - Being autonomous and empowered to lead - A stack of leading-edge technologies - Remote First Company Description This position is based in South Africa. We operate a remote first working approach, where working remotely is our default way of working. Our environment is designed to foster innovation and enable collaboration. We have co-working spaces available across some of our main hubs for collaboration, connection and for the use of those who value working out of an office. You have flexibility where to work from in the country you are hired in, as long as you are set up to work remotely and have access to data with a strong and reliable connection as we value online facetime for collaboration at JUMO. At JUMO, we firmly believe that diversity strengthens our teams. We are dedicated to fostering an inclusive recruitment process that cultivates an environment where all individuals can be authentic, collaborate, and thrive.

• Support a seamless and compliant onboarding process from offer acceptance through first-day orientation. • Manage onboarding activities and maintain HR systems. • Track compliance requirements and coordinate closely with hiring managers, HR, and cross-functional teams. • Uphold Upstream Rehabilitation’s mission, vision, and values while delivering a positive onboarding experience. • Coordinate background checks to ensure completion aligns with start date requirements. • Support I-9 and E-Verify processes, tracking completion and escalating issues to maintain compliance. • Track onboarding progress and ensure timely completion. • Partner with HR teams to maintain new hire information across systems. • Prepare and maintain personnel files in accordance with documentation requirements. • Manage onboarding communications with hiring managers and new hires. • Create and maintain standard reports and tracking logs to support onboarding visibility. • Support updates to onboarding materials, including the Onboarding Manual. • Provide general administrative support to the Onboarding team.