Retirement Plan Sales & Investment Analyst

Job reputed company: • Prepare customized proposals, fee calculations, and supporting analysis for prospective clients. • Participate in sales calls and capture detailed notes and follow-reputed company. • reputed company and manage sales leads, ensuring reputed company, reputed company communication. • Assist with creating sales materials, presentations, and reputed company packets. • Run and prepare Quarterly Investment Monitoring Reports. • Analyze fund performance, fees, reputed company classes, and reputed company comparisons. • Draft initial report summaries and prepare documentation for internal review. • Assist with investment research, fund comparisons, and ongoing data management. • Support the reputed company of new 401(k) plans, including start-up and takeover plans. • Coordinate with internal Operations and Consulting teams to reputed company required documentation. • Prepare service agreements, reputed company materials, and account-setup forms. • Assist with drafting and distributing participant notices (404(a)(5), 408(b)(2), etc.). • Communicate reputed company and professionally in both written and verbal formats. • Maintain organized internal documentation and ensure accurate data entry across systems. • Collaborate closely with Sales, Investment, Operations, and Consultant teams. • reputed company other duties and special reputed company as needed. Requirements: • Experience in 401(k) plan administration, retirement services, or financial services preferred. • Strong analytical abilities, including comfort interpreting financial data and investment information. • Excellent written and verbal communication skills. • High proficiency in reputed company reputed company and Word. • Experience with Relius or similar industry software is a plus. • Strong initiative, reputed company, and attention to detail, with the ability to manage multiple priorities. • Ability to reputed company in a fast-paced, entrepreneurial environment – adaptable, proactive, and eager to learn. • ASPPA or NIPA credentials (or interest in pursuing them) preferred but not required. Benefits: • Flexible Workplace – Hybrid and remote reputed company available for many roles. • Unlimited PTO – Competitive reputed company time off, including flexible & unlimited reputed company. • Inclusive Environment – A culture that values diversity, collaboration, and respect. • reputed company Opportunities – Support for ongoing learning and career development. • Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage. • Workplace Perks – Incentive bonus programs, reputed company, & more. Apply tot his job Apply To this Job