Retirement Plan Administrator

Hunnex & Shoemaker; Phoenix (AZ); On-site; USD 75,000 - 95,000; Full time

Job summary

A family-owned retirement planning firm is seeking a Senior Consultant in Phoenix, Arizona. The role involves providing strategic retirement plan consulting and administration services, designing tailored retirement plans, and conducting compliance reviews. Candidates should have strong analytical and communication skills, a bachelor's degree in Finance or a related field, and proficiency in retirement plan design and administration. This full-time position requires building and maintaining strong client relationships while staying updated on financial regulations.

Qualifications

• Proficiency in Retirement Plan Design, Plan Administration, and Compliance Management.
• Strong Analytical Skills, Report Preparation, and Data Analysis Expertise.
• Exceptional Communication, Client Relationship Building, and Presentation Skills.

Responsibilities

• Provide strategic retirement plan consulting and administration services.
• Design and manage tailored retirement plans.
• Conduct compliance reviews and prepare reports.

Skills

Retirement Plan Design

Plan Administration

Compliance Management

Analytical Skills

Report Preparation

Data Analysis

Communication Skills

Client Relationship Building

Presentation Skills

Education

Bachelor’s degree in Finance, Business Administration, or a related field

Tools

Retirement plan systems and related software

Job description

Company Description

Hunnex & Shoemaker, a family‑owned business, has been providing retirement plan consulting and administration services since 1977. Dedicated to helping organizations secure their employees' futures, the company specializes in designing tailored retirement plans and delivering reliable, personalized service. With over four decades of expertise, Hunnex & Shoemaker focuses on fostering trust and long‑term relationships. Their commitment ensures financial security and peace of mind for clients and their employees.

Role Description

This is a full‑time, on‑site role based in the Greater Seattle Area for a Senior Consultant. The Senior Consultant will work collaboratively with clients to provide strategic retirement plan consulting and administration services. Day‑to‑day responsibilities include designing and managing tailored retirement plans, conducting compliance reviews, preparing reports, and communicating regulatory updates to clients. The role also involves fostering strong client relationships by delivering high‑quality service and guidance.

Qualifications

• Proficiency in Retirement Plan Design, Plan Administration, and Compliance Management
• Strong Analytical Skills, Report Preparation, and Data Analysis Expertise
• Exceptional Communication, Client Relationship Building, and Presentation Skills
• Ability to Stay Updated on Financial Regulations and Industry Standards
• Attention to Detail, Organizational Skills, and Problem‑Solving Abilities
• Experience with retirement plan systems and related software is highly beneficial
• Bachelor’s degree in Finance, Business Administration, or a related field is preferred
• Relevant certifications such as QKA, QPA, or CPC are advantageous

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Finance and Sales