Senior Retirement Plan Advisor & Administrator

Work180; Town of Florida (NY); On-site; USD 75,000 - 132,000; Full time

Job summary

Wealthspire is seeking a seasoned Retirement Plan Administrator to manage client relationships, oversee plan administration, and advise on complex retirement issues. The role emphasizes accuracy, confidentiality, and proactive service across our advisory practice.

Key qualifications include a 5+ year track record in retirement plan consulting, strong MS Office skills, and excellent communication. The firm promotes an inclusive culture and offers competitive compensation and benefits.

Qualifications

• Bachelor's degree in accounting, business, finance, or related field (or equivalent experience).
• Minimum 5 years in retirement plan administration/consulting; credentials a plus; MS Office skills required.
• Strong communication, interpersonal, and problem-solving abilities; detail-oriented and confidential.
• Ability to manage multiple tasks with urgency and quality.

Responsibilities

• Establish and nurture relationships with clients at all levels.
• Conduct compliance reviews and communicate issues to clients.
• Schedule and attend regular client meetings to assess needs.
• Advise clients on complex retirement plan issues.
• Coordinate data collection and prepare client meeting materials.
• Analyze plan investments and internal retirement reporting.
• Collaborate with staff and management on projects.

Skills

Client relationship management

Project coordination

Communication skills

Education

Bachelor's degree in accounting, business, or finance

Tools

Microsoft Office Suite

Job description

Wealthspire is seeking a seasoned Retirement Plan Administrator to manage client relationships, oversee plan administration, and advise on complex retirement issues. The role emphasizes accuracy, confidentiality, and proactive service across our advisory practice.

Key qualifications include a 5+ year track record in retirement plan consulting, strong MS Office skills, and excellent communication. The firm promotes an inclusive culture and offers competitive compensation and benefits.