Retirement Plan Specialist

We are currently seeking a Retirement Plan Specialist to join our Team. This position is responsible for handling day-to-day 401(k) retirement plan administration on an assigned caseload. This position will interface with clients, and perform the primary responsibilities listed below. If you are a team player, enjoy multitasking, have a keen eye for detail and possess the skill sets described below, we look forward to talking with you about our opportunity!

Required Qualifications and Job Duties:

· Building and maintaining good relationships with clients.

· Attain independent goals while upholding positive relationships within a team environment.

· Must be reliable, punctual, detail oriented, and possess excellent verbal and written communication skills.

· Exceptional organizational skills, strong attention to details, and ability to multi-task.

· Strong working knowledge of MS Office (specifically Excel), Word, and Outlook.

· Ability to meet precise deadlines and be responsive to client and team’s needs.

· Supporting/assisting team members in their tasks and projects.

Preferred Qualifications:

· Working knowledge of 401(k) plan basics and plan administration.

· Experience with customer service

· 401(k) software experience with ftWilliam.

We offer challenging work, a competitive salary, and an outstanding opportunity for career growth for the right candidate. Our benefits package includes medical, dental, vision, life, disability, FSA/HSA, 401(k) with company match, maternity/paternity benefits, and paid time off.

Salary range of $40,000 - $55,000 depending on experience.

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Work Location: In person

Salary : $40,000 - $55,000