Retirement Plans Service Associate presso Financial Integrators

Description

Financial Integrators, a dynamic, holistic wealth management firm, is seeking a Retirement Plans Service Associate to join our Qualified Retirement Plans team. This entry-level role collaborates with financial advisors, plan sponsors, recordkeepers, and Third Party Administrators (TPAs) to provide our clients with the best possible service. The ideal candidate will have good financial and analytical skills, is a self-starter with critical-thinking abilities. The position will be non-exempt. 

Specific job duties include, but are not limited to:

• Preparing qualified retirement plan review meeting agendas
• Preparation and processing of retirement plan paperwork, including group retirement plan forms, recordkeeper forms, TPA forms, and investment reports
• Creation of retirement plan proposals
• Coordination of investment reports with the qualified retirement plan investment committee
• Direction and handling of participant inquiries
• Assisting plan sponsors and recordkeepers with questions and processes
• Coordinating with TPA regarding compliance functions
• Following up on post-client meeting tasks ensuring completion of plan-specific task work 
• Facilitating discussions between advisors and retirement plan service providers

Requirements

Qualifications

• Bachelor’s or other college degree, certification, or equivalent
• 0-2+ years in the financial industry; experience with retirement plan administration preferred
• Good financial and analytical skills
• Ability to gather and analyze client data
• Ability to identify, meet, and follow through with team tasks and client needs
• Strong verbal and written communication skills
• Strong attention to detail with the ability to work efficiently & accurately
• Self-starter, problem solver, goal oriented, and a team player
• Excellent customer service, communication, and relationship building skills required

Physical Requirements

• Standing or sitting for extended periods of time in an office environment
• Working on a computer for extended periods of time 
• Lifting up to 15 pounds