Retirement Plan Specialist

SaveDay Inc; Sunnyvale (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

SaveDay Inc in Sunnyvale, California is looking for a Retirement Plan Specialist. This position involves administrative and customer service functions to support 401k plan participants and clients.

The ideal candidate will have strong organizational skills, proficiency in Excel and PowerPoint, and a solid customer service mindset. This role offers an excellent opportunity for growth within the financial services industry.

Qualifications

• 1+ years of experience working with 401k retirement plans preferred.
• Strong customer service skills are essential.
• Ability to work well with numbers and perform analysis.

Responsibilities

• Respond to Plan Sponsors in a professional and timely manner.
• Address participant questions via email and phone.
• Conduct research to resolve retirement plan inquiries.
• Prepare client meeting materials and presentations.

Skills

Customer service mindset

Excel

PowerPoint

Analytical skills

Job description

Job Description

The Retirement Plan Specialist will be responsible for administrative and customer service functions supporting the 401k plan participants and clients. This is a great opportunity for a right candidate who wants to be in the financial services industry. This individual must be adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

Responsibilities

• Respond to Plan Sponsors in a professional and timely manner concerning issues or questions
• Respond to participants questions and inquiries via email and phone
• Perform research as needed to respond to retirement plan questions
• Prepare materials and PowerPoint presentations for client meetings

Qualifications

• 1+ years of experience working with 401k retirement plans preferred
• Solid skills with Excel and PowerPoint
• Strong customer service mindset and skills
• Must be able to work well with numbers, analyzing qualities are necessary for determining the best course of action when addressing problems. Good accounting skills to compile multiple reports and balance to various sources

Organizational skills that involve the timely completion of multiple tasks that are required to ensure accurate and compliant processing of benefit programs

All your information will be kept confidential according to EEO guidelines.