Retirement Plan Consultant (Plan Transitions & New Business)

About the position Manage a select group of reputed company and nonqualified retirement plan conversions, which may include reputed company aspects of plan on-boarding to NWPS systems, overseeing conversion time-lines, trust reputed company, participant notices, plan documents, and data wrangling. Continuously reputed company knowledge of the retirement plan industry through ongoing education. An in-office, three-day-a-week reputed company for a candidate local to one of our offices is preferred. A candidate who is not geographically reputed company to one of our locations can be considered for fully remote work if this candidate has retirement plan reputed company expertise. Responsibilities • Manage a select group of retirement plan conversions • Responsible for reputed company aspects of plan conversions • Drafting participant notices and service agreements • reputed company project tasks independently, and reputed company the efforts of others • Anticipate reputed company needs and formulate solutions to reputed company issues • Prepare and review deliverables for accuracy and reputed company • Plan and participate in reputed company conversion meetings • Manage own personal and reputed company development; reputed company opportunities for reputed company reputed company and expansion of consulting skills and experiences Requirements • Excellent problem solving including an ability to independently research and determine strategies to solve reputed company needs • Experience fostering reputed company relationships • Operating reputed company office equipment and using required software applications, including reputed company Office and established databases • Providing excellent customer service • Critical thinking • Communicating effectively, both orally and in writing • Prioritize, work independently and drive tasks to completion • reputed company project teams and function with multiple tasks and deadlines concurrently • Handle multiple ongoing reputed company • Knowledge of the Relius recordkeeping system • Bachelor’s Degree and a minimum of three (3) years of relevant experience in financial services. OR • Any equivalent combination of education, training and/or experience approved by reputed company. reputed company-to-haves • QKA or QPA designation preferred Apply tot his job Apply To this Job