Remote Retirement Plan Implementation Specialist

NBS, LLC; West Jordan (UT); Remote; USD 34,000 - 55,000; Full time

Job summary

A leading retirement services provider is seeking a full-time employee to oversee the implementation of retirement plans remotely. The ideal candidate will manage client communication, ensure compliance with regulations, and audit plans for effectiveness. Strong attention to detail, customer service skills, and the ability to communicate effectively are essential for success in this position. A Bachelor's degree or equivalent experience, along with relevant certifications, is preferred.

Qualifications

• Attention to detail and accuracy of work is critical in this role.
• Strong interpersonal and customer service skills are necessary to be successful.
• Proficient verbal and written communication skills.

Responsibilities

• Complete the implementation of retirement plans with coordination efforts.
• Manage necessary documentation for compliance and operational accuracy.
• Audit individual plan designs for inefficiencies.

Skills

Attention to detail

Strong interpersonal skills

Customer service skills

Professional communication skills

Team-first attitude

Education

Bachelor's degree or work equivalent

RPF, TGPC or QKA certification preferred

Job description

A leading retirement services provider is seeking a full-time employee to oversee the implementation of retirement plans remotely. The ideal candidate will manage client communication, ensure compliance with regulations, and audit plans for effectiveness. Strong attention to detail, customer service skills, and the ability to communicate effectively are essential for success in this position. A Bachelor's degree or equivalent experience, along with relevant certifications, is preferred.