Implementation admin
Job Posting for Implementation admin at Kalos Consulting, Inc.
Company Highlights
- 20 years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
- Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
- This firm offers best-in-class service that is renowned for exceeding client expectations.
Benefits and Features
- Competitive Compensation
- 401(k) Profit Sharing Plan
- Medical / Dental Insurance
- Section 125 (cafeteria) Plan
The Role You Will Play
- The Implementation Administrator will support the installation process for new sales as well as assume project management for assigned accounts.
- This role will compile and review prior plan documents and present plan design to clients and financial advisors in addition to researching and responding to questions related to plan design / administration.
- The Implementation Administrator will assist in all necessary installation paperwork and set up internal databases as needed.
- This role is entrusted to collaborate with the internal team to support the development and improvement of new business procedures.
Community Highlights
- This area is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
- Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.
Background Profile
- 2 years of retirement services experience
- Exposure to sales processes
- Strong communication, organization, and project management skills
- Expertise in Excel & Word; Access a plus
- Bachelor’s Degree
Last updated : 2024-04-29
Salary.com Estimation for Implementation admin in Stamford, CT
$95,404 to $131,305
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