Senior Retirement Plan Administrator

Aon; Aliso Viejo (CA); On-site; USD 75,000 - 132,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

401(k) with match

Paid holidays

Job summary

Wealthspire is seeking a dedicated professional to manage client relationships and consult on retirement plan issues in Aliso Viejo, California. In this role, you'll establish and nurture relationships while addressing compliance and investment analysis needs.

We offer a competitive salary ranging from $75,000 to $132,000, depending on experience and credentials, along with a supportive work environment focused on collaboration and client satisfaction.

Qualifications

• Minimum 5 years of experience in retirement plan administration and consulting.
• Effective oral, written, and interpersonal skills required.
• Attention to detail and commitment to quality necessary.

Responsibilities

• Establish and nurture client relationships.
• Conduct compliance reviews and address client needs.
• Perform investment analysis and manage internal reporting.

Skills

Client relationship management

Compliance review skills

Investment analysis

Organizational skills

Effective communication

Education

Bachelor's degree in accounting, business, finance, or related field

Tools

Microsoft Office

Job description

Wealthspire is seeking a dedicated professional to manage client relationships and consult on retirement plan issues in Aliso Viejo, California. In this role, you'll establish and nurture relationships while addressing compliance and investment analysis needs.

We offer a competitive salary ranging from $75,000 to $132,000, depending on experience and credentials, along with a supportive work environment focused on collaboration and client satisfaction.