Retirement Plan Analyst

About the Role

This is a Remote Position :Must live in one of the states- AZ, CA, CO, FL, GA, IA, MD, MI, MA,MN, NC, NY, NJ, OH, PA, SC, TX, UT,LA 

 What You’ll Do

• 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
• Help troubleshoot client questions and deliver excellent service
• Manage multiple tasks and deadlines with strong attention to detail
• Contribute to a team oriented, client focused environment

 What We're Looking For

• A bachelor’s degree, ASPPA credentials, or an equivalent combination of education and experience.
  If you’re a recent graduate or looking to start a new career in retirement plan administration, we’re happy to train you!
• Great customer service skills — you’re comfortable communicating with clients, following up, and helping resolve issues.
• Some understanding of retirement plan administration and IRS rules is helpful but not required if you’re eager to learn.
• Strong organizational skills, attention to detail, and 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 also working independently.
• Pension Pro experience is a plus but not required.

What We Offer

• Training and support for ASPPA and other industry certifications
• Opportunities for long term growth within the company
• Medical, Dental, and Vision benefits
• 401(k) plan
• Paid time off and company holidays
• A friendly, team oriented work environment
• Supportive leadership and professional development

We’re looking for someone who wants to build a meaningful career, not just find a job. If you’re detail oriented, enjoy helping people, and want to grow in the financial/retirement services industry, we’d love to meet you! Whether you already have experience or you’re just starting out, we’ll give you the training and support you need to succeed.