Retirement Plan Specialist

🕒 Junho 24

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

🛡️ Seguros

💼 Consultoria

💳 Fintech

Insurance • Consulting • Fintech

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. • The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. • The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. • Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. • Prepare Fiduciary Plan (Design) Review for meetings and delivery. • Prepare Provider Review for meetings and delivery. • Plan design and proposal preparation. • Facilitate and navigate plan changes, including plan design, fund changes, etc. • Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process. • Transitioning clients – collaborate with advisors to ensure a seamless transition process. • Answer inquiries regarding the plan from plan administrators/sponsors and participants. • Ensure strong client satisfaction and retention from plan administrators/sponsors. • Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.

🎯 Requisitos

• Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) • Minimum 3 years of financial industry related experience • Experience with interacting with individuals at all income levels in a professional and confidential manner • Notary designation a plus • Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion • Excellent verbal, written, analytical, and organization skills • Technical and analytical training and ability to multi-task and manage multiple projects at once • Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely. • Results-oriented individual with proven ability to thrive in a fast-paced environment • High attention to detail and the ability to see things through from concept to implementation • Proficiency with RPAG, Salesforce and MS Office Suite • Flexible, Reliable, Trustworthy, and Confidential with all matters

🏖️ Benefícios

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing