Overview
This is a Remote Position. Applicants must live in one of the following states: AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA.
This role supports the administration of retirement funding and administration solutions for entrepreneurs and small businesses, with a focus on accurate plan administration, compliant documentation, and excellent client service.
Responsibilities
- Assist with administering retirement plans and other qualified retirement plans
- Communicate with clients, financial advisors, and internal teams
- Review plan data to ensure accuracy and compliance
- Prepare annual plan reports and documentation
- Troubleshoot client questions and resolve issues
- Manage multiple tasks and deadlines with strong attention to detail
- Support a team-oriented, client-focused environment
Requirements
- Bachelor’s degree, ASPPA credentials, or an equivalent combination of education and experience
- Strong customer service skills, including comfort communicating with clients, following up, and resolving issues
- Some understanding of retirement plan administration and IRS rules is helpful but not required (training available)
- Strong organizational skills and attention to detail, with the ability to manage several projects at once
- Proficiency in Microsoft Office 365
- Excellent written and verbal communication skills
- Ability to present information clearly and respond to questions from clients and coworkers
- Comfortable collaborating with a team and working independently
Preferred Qualifications
- Pension Pro experience is a plus but not required
Compensation & Benefits
- Training and support for ASPPA and other industry certifications
- Opportunities for long-term growth
- Medical, Dental, and Vision benefits
- Short- and Long-Term Disability
- 401(k) plan
- Paid time off and company holidays
Location
Remote. Must live in one of the states listed: AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA.