Supporting Wealth Advisors and plan sponsors, the full-time remote Retirement Plan Specialist will manage plan design, prepare meeting materials, and serve as a liaison to plan providers while ensuring client satisfaction and retention. Key responsibilities Prepare Fiduciary Investment Reviews and other meeting materials for plan execution Facilitate onboarding and transitioning of clients, ensuring a seamless process Respond to inquiries from plan administrators and participants to maintain strong client relationships Required qualifications Bachelor's degree in Business, Economics, Accounting, Finance, or a related field Minimum of 3 years of experience in the financial industry Experience interacting with individuals at all income levels in a professional manner Notary designation is a plus Proficiency with RPAG, Salesforce, and MS Office Suite
Retirement Plan Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.