Senior Retirement Plan Specialist

NFP, an Aon company; Town of Florida (NY); On-site; USD 75,000 - 132,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Collaborative environment

Job summary

Wealthspire is seeking a Retirement Plan Administrator to build and sustain client relationships, coordinate data for client meetings, and advise on complex retirement plan issues. You will work with senior staff to deliver tailored solutions for individuals, families, endowments, and institutions.

The role requires five years of related experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Bachelor’s degree in accounting, business, finance, or related field; experience may substitute.
• Minimum of five years of retirement plan administration/consulting experience.
• Excellent communication and interpersonal skills; ability to manage multiple tasks.
• Strong Microsoft Office skills.

Responsibilities

• Establish and maintain client relationships with plan sponsors and decision makers.
• Consult with clients on retirement plan issues and coordinate data for meetings.
• Perform investment analysis and prepare internal retirement reports.
• Ensure compliance and collaborate with senior management.

Skills

Client relations

Communication

Problem solving

Attention to detail

Education

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

Tools

Microsoft Office

Job description

Wealthspire is seeking a Retirement Plan Administrator to build and sustain client relationships, coordinate data for client meetings, and advise on complex retirement plan issues. You will work with senior staff to deliver tailored solutions for individuals, families, endowments, and institutions.

The role requires five years of related experience, strong communication skills, and proficiency with Microsoft Office.