Retirement Plan Architect: Design & Advisor Support

Merceradvisors; United States; On-site; USD 31,000 - 36,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

401(k) with matching

Generous paid time off program

Paid Parental Leave

Job summary

Mercer Advisors is seeking a Retirement Plan Specialist to support Wealth Advisors, plan sponsors, and participants. This role involves collaborating with plan providers, preparing materials for meetings, and ensuring client satisfaction.

The ideal candidate will have a Bachelor’s degree and a minimum of 3 years of experience in the financial industry. Excellent organizational and communication skills are essential for success in this fast-paced environment.

Qualifications

• Minimum 3 years in the financial industry.
• Experience in a professional and confidential manner.

Responsibilities

• Prepare Fiduciary Investment Reviews for clients.
• Support Wealth Advisors with plan design.
• Answer inquiries from plan administrators and participants.

Skills

Self-motivated

Excellent verbal communication

Analytical skills

Technical proficiency

Attention to detail

Ability to simplify complex issues

Education

Bachelor’s degree (Business, Economics, Accounting or Finance)

Tools

RPAG

Salesforce

MS Office Suite

Job description

Mercer Advisors is seeking a Retirement Plan Specialist to support Wealth Advisors, plan sponsors, and participants. This role involves collaborating with plan providers, preparing materials for meetings, and ensuring client satisfaction.

The ideal candidate will have a Bachelor’s degree and a minimum of 3 years of experience in the financial industry. Excellent organizational and communication skills are essential for success in this fast-paced environment.