Full-time, fully remote position guiding the transition of plans from Business Development to operations and establishing an operational relationship with retirement plan sponsors. Great opportunity for growth with an employee-focused organization. This position is full time, hourly and nonexempt.
Primary Duties
Complete the implementation of retirement plans, coordinating and communicating directly with the client/broker/vendor during the implementation process
Manage the collection and delivery of necessary documentation and regulatory paperwork; Review and verify for compliance and operational accuracy,
Audit individual plan design for inefficiencies and to ensure proper fit to client’s needs
Understand and proficiently apply relevant laws and regulations to clients’ retirement plan
Maintain regular communication with your case load of onboarding clients
Learn and keep current on laws and regulations governing retirement plans through training and education
Meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas
Perform other duties as assigned by team supervisor and department Vice President
Requirements
Attention to detail and accuracy of work is critical in this role
Strong interpersonal and customer service skills are necessary to be successful in this role
Must be able to represent NBS’s standard of excellence with professional, articulate verbal and written communication skills
Follow established processes
Be motivated to contribute and have a positive, team-first attitude
Obtain and keep current on appropriate industry certifications
This is a remote position; You must have the technical aptitude needed to self-support in a remote work environment
Education and Experience – Bachelor’s degree or work equivalent preferred. RPF, TGPC or QKA preferred. Retirement industry experience preferred.
Physical Requirements – This position requires the employee to be seated most of the work time.
Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not
establish a contract for employment, do not eliminate your “at-will” status in any way, and are subject to change at the discretion of National Benefit Services, LLC. Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.