Senior Retirement Plan Document Analyst (Client Contact)

GL Trade Capital Market Solutions Inc.; Jacksonville (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary and benefits

Opportunities for personal and professional growth

Inclusive and diverse work environment

Job summary

GL Trade Capital Market Solutions Inc. is seeking a Representative Senior, BPS Client Contact to analyze and draft retirement plan documents ensuring compliance with regulatory requirements. You will collaborate with cross-functional teams to maintain qualified plan documentation throughout its lifecycle.

The ideal candidate holds a Bachelor’s degree and has strong knowledge of defined-contribution retirement plans, excellent communication skills, and experience with plan document analysis.

Qualifications

• Bachelor’s degree or equivalent practical experience.
• Strong knowledge of ERISA, IRS qualification rules.
• Ability to interpret complex legal information.

Responsibilities

• Analyze retirement plan documents for compliance.
• Draft and maintain plan documents including 401(k) plans.
• Collaborate with stakeholders on plan design.

Skills

Strong knowledge of defined-contribution retirement plans

Experience analyzing plan documents

Excellent written communication skills

Strong analytical and problem-solving skills

Ability to manage multiple priorities

Education

Bachelor’s degree in business, finance or related field

Tools

Relius or similar platforms

Job description

GL Trade Capital Market Solutions Inc. is seeking a Representative Senior, BPS Client Contact to analyze and draft retirement plan documents ensuring compliance with regulatory requirements. You will collaborate with cross-functional teams to maintain qualified plan documentation throughout its lifecycle.

The ideal candidate holds a Bachelor’s degree and has strong knowledge of defined-contribution retirement plans, excellent communication skills, and experience with plan document analysis.