Retirement Plan Consultant - Remote

Overview

The Retirement Plan Consultant (RPC) will utilize strong consultative skills to establish and maintain trusted relationships with clients, ensuring their needs are fully addressed and expectations met while managing the day-to-day operations of an assigned portfolio of client plans.

In Short

• Work remotely in a flexible environment.
• Manage relationships and consult with clients on retirement plan administration.
• Review and advise on Plan Documents and Compliance Testing.
• Conduct contribution allocation calculations and prepare compliance reports.
• Collaborate with various stakeholders for tailored solutions.
• Expand expertise on retirement regulations.
• Provide audit support for large plans.
• Assist with plan administration inquiries.
• Contribute to process enhancements.
• Thrive in both independent and team settings.

Requirements

• Strong consultative abilities and problem-solving skills.
• Exceptional attention to detail and organizational skills.
• Excellent written and verbal communication.
• Prioritize time management for deadlines.
• Professional demeanor in interactions.
• Proficient in reconciliation processes.
• Strong analytical skills for effective solutions.
• Minimum 2 years in financial services operations.
• Willingness to obtain retirement plan designations.

Benefits

• Virtual-first work culture.
• 401(k) with up to 4% match.
• Flexible PTO policy.
• 12 paid holidays and additional floating holidays.
• Paid Parental Leave.
• Medical, dental, and vision plan options.
• Company-paid life and short-term disability insurance.
• Bonus plan eligibility.