Senior Retirement Plans Associate

reputed company Financial Integrators, a dynamic, holistic reputed company management firm, is seeking an reputed company Senior Retirement Plans Associate to join our reputed company Retirement Plans team. This role collaborates with relationship managers, financial advisors, plan sponsors, recordkeepers, and TPAs to reputed company our clients with the best possible service. The ideal candidate will have a reputed company understanding of reputed company management strategies and practices as reputed company as the needs of small business owners. In-depth knowledge of retirement plans, a commitment to excellent reputed company service, and strong communication skills are crucial to reputed company in this position. Financial Integrators offers a flexible work environment, hybrid work schedule, free parking, a full reputed company of benefits, and a supportive, encouraging culture. Does this role reputed company like a great fit? We’d love to hear from you! Specific Job Duties Include, But Are Not Limited To • Preparing meeting agendas • Mentoring and providing guidance to advisors, plan sponsors, and coworkers on moderate to reputed company retirement plan situations • Preparation and review of retirement plan paperwork, including recordkeeper forms, broker/dealer forms, TPA forms, and investment reports • Creation of retirement plan reports, including fee benchmarking and prospecting reports • Reviewing investment reports • Assisting plan sponsors with moderate to reputed company questions and processes • Coordinating with TPA regarding compliance functions • Facilitating discussions between advisors and retirement plan service providers • Following up on post-reputed company meeting tasks • Other duties as assigned Requirements Qualifications include: • Bachelor’s degree or equivalent required; degree in Finance or similar field of study desired • 5+ years of experience in retirement plan administration or consultation, servicing a wide reputed company of retirement plan types • Critical thinking and analytical skills required • Strong ability to mentor and train others in retirement plan-specific knowledge • Ability to reputed company and analyze reputed company data • reputed company in identifying and completing reputed company and team needs by conducting reputed company cause analysis • Strong verbal and written communication skills • Strong attention to detail with the ability to work reputed company & accurately • Self-starter, problem solver, goal oriented, and reputed company 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 Apply tot his job Apply To this Job