Deliverables Associate: Retirement Plan Analytics

Business Centric Technology; Camas (WA); On-site; USD 31,684 - 39,950; Full time

Benefits offered by this job

Up to 60% paid medical insurance

$50,000 life insurance policy

Coverage for home, auto, pets, legal services, identity theft

Dental & Vision insurance

401K match

Short and Long-Term Disability

Flexible Spending Account

Anniversary bonuses

Referral bonuses from $500–$2,000

Job summary

A financial services firm in Camas, WA is seeking a Deliverables Associate to provide analytical support for retirement plan comparisons. This role involves collaborating with client acquisition teams and identifying hidden fees in retirement plans. Ideal candidates will be polished communicators with strong attention to detail and basic MS Excel skills. This is an on-site, contract-to-hire position offering competitive pay and numerous employee benefits.

Qualifications

• Strong communication skills are essential for both written and verbal interactions.
• Attention to detail is necessary for analyzing retirement plans.
• Basic MS Excel proficiency is required to manage data.

Responsibilities

• Collaborate with teams to collect data for pricing proposals.
• Compare client fees to industry benchmarks to identify discrepancies.
• Recommend solutions based on client needs and retirement plan designs.

Skills

Polished communicator

Attention to detail

Organizational skills

Basic MS Excel skills

Job description

A financial services firm in Camas, WA is seeking a Deliverables Associate to provide analytical support for retirement plan comparisons. This role involves collaborating with client acquisition teams and identifying hidden fees in retirement plans. Ideal candidates will be polished communicators with strong attention to detail and basic MS Excel skills. This is an on-site, contract-to-hire position offering competitive pay and numerous employee benefits.