Remote Retirement Plan Consultant | Client Advisor

Definiti Llc; Erie (Erie County); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) matching up to 4%

Flexible PTO

Paid Parental Leave

Medical, dental, and vision plan options

Company-paid life insurance

Job summary

A national retirement services company is looking for a Retirement Plan Consultant who will manage client relationships and oversee daily operations for client plans. The ideal candidate will have strong consultative and analytical skills, a high school diploma or GED, and at least 2 years of experience in financial services. This position offers flexible remote work options and a range of benefits including 401(k) matching and paid time off.

Qualifications

• Must exhibit strong consultative abilities for problem-solving.
• Requires exceptional attention to detail and strong organizational skills.
• Strong analytical skills are necessary to assess situations.

Responsibilities

• Manage and consult with clients regarding their retirement plans.
• Provide audit support and handle government form preparation.
• Ensure timely follow-up on outstanding items with internal teams.

Skills

Consultative skills

Attention to detail

Organizational skills

Analytical skills

Communication skills

Education

High School Diploma or GED

2 years of experience in financial services operations

Tools

Microsoft Teams

Microsoft SharePoint

Job description

A national retirement services company is looking for a Retirement Plan Consultant who will manage client relationships and oversee daily operations for client plans. The ideal candidate will have strong consultative and analytical skills, a high school diploma or GED, and at least 2 years of experience in financial services. This position offers flexible remote work options and a range of benefits including 401(k) matching and paid time off.