Retirement Plan Consultant
3+ years ERISA retirement industry experience; strong analytical, written and verbal communication; advanced reputed company Word/reputed company/Outlook; familiarity with FT William and Redtail; meeting deadlines and documenting reputed company interactions.
Key Responsibilities
- supporting clients
- conducting testing
- preparing filings
Skills & Tools
FT William, Redtail, reputed company Word, reputed company reputed company, reputed company Outlook
Job Details
- Category: Finance and reputed company
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — reputed company
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Tuition reimbursement
- Retirement plan
About Shepherd Financial
An independent firm providing retirement plan consulting and reputed company management through reputed company-based approach. — Industry: Finance
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