Entry-Level Pension Consultant (On-Site)

Pension Associates Inc; Stamford (CT); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Free food & snacks

Health insurance

Home office stipend

Opportunity for advancement

Paid time off

Parental leave

Profit sharing

Training & development

Vision insurance

Job summary

A consulting firm specializing in pension services is seeking an entry level Pension Consultant in Stamford, CT. This role is ideal for recent college graduates eager to learn and grow within the pension industry. Responsibilities include maintaining client relationships, managing a small caseload, and communicating plan details. The ideal candidate has excellent organizational and communication skills, a critical thinking mindset, and some accounting knowledge. This position requires working fully on-site, offering valuable industry experience.

Qualifications

• Recent college graduate with willingness to learn.
• Works well under pressure and deadline.
• Excellent written and verbal communication skills.
• Excellent organizational skills and a high level of critical thinking.
• Some accounting background would be helpful.
• Experience with MS Suite would be helpful.

Responsibilities

• Maintain client and advisor relationships with a high client retention rate.
• Maintain a caseload of about 100 small clients.
• Review and approve ADP/ACP and other government forms.
• Proactively communicate with clients about new industry developments.
• Work with CPA, recordkeeper and advisor for a great client experience.
• Consult with clients regarding plan operation and design.
• Manage workload towards weekly goals in a results oriented environment.
• Clearly communicate complex plan details to clients and advisors.

Job description

A consulting firm specializing in pension services is seeking an entry level Pension Consultant in Stamford, CT. This role is ideal for recent college graduates eager to learn and grow within the pension industry. Responsibilities include maintaining client relationships, managing a small caseload, and communicating plan details. The ideal candidate has excellent organizational and communication skills, a critical thinking mindset, and some accounting knowledge. This position requires working fully on-site, offering valuable industry experience.