Retirement Plan Operations Specialist
#LI-JSS #LI-Hybrid
This role plays a key part in supporting retirement plan administration coordination. You'll work behind the scenes to manage client paperwork, coordinate signatures, track deadlines, and ensure key retirement plan processes move smoothly from start to finish.
Essential Functions and Primary Duties
- Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services
- May assist in preparation and production of professional materials in Word, Excel and Outlook
- Attention to detail and work in a fast pace environment
- Manage incoming correspondence, including processing, logging, and digital filing
- Assist and maintain Excel worksheets
- Managing a book of business to include all aspects of the retirement plan cycle
- Data collection from various record keepers
- Data management and compliance
- Managing client contributions from various record keepers
- Client data to include sensitive information for processing
- Able to work in a team environment
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree
Minimum Qualifications
High School Diploma or GED
Zero to Two year of relevant work experience in the retirement planning industry
Proficient use of applicable technology
Advanced computer skills in Word, Excel, PowerPoint and Outlook
Experience with digital data management/filing system is an asset
Ability to manage multiple project and deliverable simultaneously
Excellent written/verbal communication skills and use of grammar
Excellent organizational skills and attention to detail
Ability to adapt to a changing environment
Ability to follow standard procedures
Ability to work cooperatively with others
Ability to build relationships and trust with internal and external clients and other key stakeholders