Retirement Plan Analyst - Remote

Overview

An exciting opportunity for a Retirement Plan Analyst who enjoys helping others, solving problems, and learning in a remote work environment.

In Short

• Support the administration of retirement plans for clients.
• Ensure accuracy and compliance in plan data.
• Communicate effectively with clients and internal teams.
• Prepare annual plan reports and documentation.
• Deliver excellent customer service and troubleshoot client questions.
• Manage multiple tasks with strong attention to detail.
• Contribute to a team-oriented, client-focused environment.

Requirements

• Bachelor's degree or equivalent experience.
• Great customer service skills.
• Some understanding of retirement plan administration is helpful.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office 365.
• Excellent written and verbal communication skills.
• Ability to present information clearly.
• Team collaboration and independent work skills.
• Pension Pro experience is a plus.

Benefits

• Training and support for certifications.
• Opportunities for long-term growth.
• 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.