Retirement Plan Admin - 401K Match & PTO

StraussGroup - Executive Search Consultants; Buffalo (NY); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Paid individual life insurance

401K plan match

PTO and vacation time

Job summary

A wealth advisory firm is searching for an experienced Retirement Plan Administrator to join their Buffalo team. This role entails delivering exceptional client support, managing service requests, and collaborating with financial advisors. The successful candidate must have 4-6 years of financial services experience, familiarity with CRM platforms, and proficiency in Microsoft Office 365. The position offers a salary range of $60,000 to $65,000, along with comprehensive benefits including paid life insurance and a 401K plan match.

Qualifications

• 4–6 years of experience in financial services focusing on retirement and employee benefit plans.
• Proven skills in handling employee enrollments and rollovers.
• Experience with CRM platforms is mandatory.

Responsibilities

• Respond to client inquiries accurately and timely.
• Prepare materials for client meetings ensuring accuracy.
• Manage service requests ensuring they are completed accurately.
• Provide administrative support to Relationship Managers and Advisors.
• Maintain and update client records in the CRM system.

Skills

CRM Data Management

Client Support

Microsoft Office 365

Administrative Support

Financial Services Experience

Tools

CRM platforms

Zoom

Job description

A wealth advisory firm is searching for an experienced Retirement Plan Administrator to join their Buffalo team. This role entails delivering exceptional client support, managing service requests, and collaborating with financial advisors. The successful candidate must have 4-6 years of financial services experience, familiarity with CRM platforms, and proficiency in Microsoft Office 365. The position offers a salary range of $60,000 to $65,000, along with comprehensive benefits including paid life insurance and a 401K plan match.