Retirement Plan Consultant -- Remote -- Job at Get It Recruit - Finance, Lansdale, PA

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  • Get It Recruit - Finance
  • Lansdale, PA

Job Description

Summary:

We are seeking an enthusiastic individual to join our team as a Retirement Plan Analyst. At [Company Name], you'll find yourself immersed in a collaborative environment where your expertise in retirement plan administration and client service will shine. As a Retirement Plan Analyst, you'll serve as the primary point of contact for a group of valued Retirement Plan Services clients, guiding them through the intricacies of plan management and ensuring their financial goals are met with confidence.

The Role:

- Manage all aspects of daily plan administration, from processing contributions to handling distributions and regulatory filings.
- Provide exceptional customer service, promptly addressing client inquiries and resolving issues to their satisfaction.
- Conduct nondiscrimination testing and offer strategic solutions for compliance, aiming to enhance future plan performance.
- Prepare regulatory filings, including Form 5500, with precision and attention to detail.
- Proactively address operational and compliance challenges, offering expert guidance to both clients and internal teams.
- Communicate complex regulatory requirements in a clear, accessible manner to clients of varying levels of expertise.
- Exercise independent judgment to resolve issues and offer recommendations for plan optimization.
- Uphold plan compliance by interpreting and maintaining legal documents in alignment with IRS and DOL regulations.
- Stay informed about evolving laws and regulations impacting retirement plan administration.

Requirements:

- Bachelor's degree or equivalent experience, or ASPPA credentials (or willingness to obtain).
- Strong customer service skills, with a commitment to exceeding client expectations and delivering exceptional follow-up support.
- Proficiency in retirement plan administration and relevant regulations, including IRS tax rules.
- Ability to multitask effectively, make sound decisions under pressure, and maintain accuracy.
- Excellent organizational skills and proficiency with Microsoft Office 365.
- Outstanding written and verbal communication skills, fostering a professional and customer-focused atmosphere.
- Collaborative mindset with the ability to engage with colleagues, clients, and external partners.
- Strong problem-solving abilities and meticulous attention to detail.
- Experience with Pension Pro is a plus.

Benefits:

- 401(k) Plan
- Employee health insurance
- Generous PTO, Floating Holidays, and Holiday Pay
- Remote work flexibility
- Opportunity to collaborate with a dynamic and supportive team.
Employment Type: Full-Time
Salary: $ 50.00 Per Hour

Job Tags

Hourly pay, Holiday work, Full time, Remote job,

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