EPS Staff Consultant

Usi, Inc.; United States; Remote; USD 45,000 - 55,000; Full time

Job summary

USI Consulting Group (USICG) is seeking an EPS Staff Consultant to develop expertise in managing and retaining retirement plan clients, delivering exceptional service, and coordinating with internal teams and external partners to provide recordkeeping and consulting services for basic retirement plans. You will support with data gathering, reporting, and project tracking across core and non-core services.

You will work with senior staff to learn IRS forms, audits, and testing processes, while

Qualifications

• Bachelor’s or Associates Degree in Mathematics, Business, Finance or Accounting preferred or equivalent experience
• Strong computer skills—solid knowledge of Windows environment, including Word & Excel
• Excellent mathematical aptitude. Detailed and organized. Able to multi-task a must
• Ability to meet all client deliverables requiring extended working hours during peak work periods
• Excellent communication, accounting and interpersonal skills
• Two or more years related business experience preferred; ASPPA RPF certificate completion preferred or willing to obtain
• Relius Administration experience a plus

Responsibilities

• reconcile asset balances (trust and participant accounts) and resolve discrepancies
• process transactions, including distribution and loan requests, forfeitures, etc.
• retrieve and provide reports from partner portals to provide assistance to more senior members of the team
• maintain accurate and timely recording of work tracking logs
• gather and reconcile required data
• manage deadlines for assigned tasks and complete assigned portions of checklists
• communicate with clients/auditors/internal partners as necessary to respond to questions or requests for information
• identify which projects are core services vs non-core and ensure proper client invoicing

Skills

Customer service

Client relations

Attention to detail

Multi-tasking

Excellent communication

Problem solving

Education

Bachelor’s or Associate degree

ASPPA RPF certificate

Tools

Microsoft Word

Microsoft Excel

Windows OS

Job description

The EPS Staff Consultant works to develop technical expertise in managing and retaining assigned clients’ retirement plan business.The Staff Consultant provides exceptional customer service and works effectively with internal teams/resources (i.e. Consultants, Relationship Managers, Legal, etc.) and external vendors (i.e. Voya, MassMutual, John Hancock) to maintain a successful relationship with clients and to provide overall recordkeeping and consulting services for basic retirement plans, including, but not limited to:

Responsibilities:

The EPS TPA Staff Consultant should possess a basic understanding of the retirement plan business. They should demonstrate proficiency in customer service and overall client relations. The Staff Consultant will also possess a willingness to learn multiple facets of the retirement business with the intent to eventually handle a book of business that will include 401(k), 403(b), profit sharing and money purchase plans. The Staff Consultant should also possess some understanding of required recordkeeping and/or compliance services for retirement plans. The Staff Consultant assists with team projects as well. The Staff Consultant provides exceptional customer service and works effectively with internal teams/resources (i.e. Compliance, Legal, Producers etc.) and external vendors to maintain a successful relationship with clients and to provide overall recordkeeping and consulting services for retirement plans, including, but not limited to:

• reconcile asset balances (trust and participant accounts) and work with senior members of the team to resolve discrepancies
• process transactions, including distribution and loan requests, forfeitures, etc.
• retrieve and provide reports from partner portals to provide assistance to more senior members of the team
• maintain accurate and timely recording of work tracking logs

Maintain day-to-day client contact for inquiries on assigned plans where applicable. Correspond with clients, team members, Producers & Relationship Managers to help manage client relationships and respond to all client or participant calls/emails within 4 business hours.

Work with Sr. Consultant and/Team Leader to review and learn processes for IRS Form 5500/SAR, audit packages, MRDs, and required compliance tests.

• gather and reconcile required data
• manage deadlines for assigned tasks and complete assigned portions of checklists
• communicate with clients/auditors/internal partners as necessary to respond to questions or requests for information

Work with Consultant/Sr. Consultant/Team Leader to identify which projects are part of core services or those that may requiring additional billing. Complete required tracking spreadsheet for projects and non-core TPA services to ensure proper client invoicing.

Complete special projects as applicable.

Knowledge, Skills and Abilities:

• Bachelor’s or Associates Degree in Mathematics, Business, Finance or Accounting preferred or equivalent experience
• Strong computer skills-solid knowledge of Windows environment, including Word & Excel
• Excellent mathematical aptitude.Detailed and organized.Able to multi-task a must
• Ability to meet all client deliverables requiring extended working hours during peak work periods
• Excellent communication, accounting and interpersonal skills
• Two or more years related business experience preferred; ASPPA RPF certificate completion preferred or willing to obtain
• Relius Administration experience a plus

Why USI?

USI Consulting Group (USICG) is an industry-leading, full-service retirement plan consulting and benefits administration firm that has been helping employers enable their workforce to successfully plan and invest for retirement for 50 years. USICG’s integrated team of highly skilled professionals provides specialized expertise in delivering independent, comprehensive guidance and innovative, flexible retirement plan solutions to meet the changing needs of employers and their employees. USICG is an affiliate of both USI Securities, Inc. (a broker-dealer, Member FINRA/SIPC) and USI Advisors, Inc. (a federally registered investment adviser) and a wholly owned subsidiary of USI Insurance Services (“USI”).To learn more, visit usicg.com or follow us on LinkedIn .

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including potential compensation incentives, medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

Annual salary range is $45,000-$55,000, plus potential compensation incentives