Senior Retirement Plan Specialist & Consultant

CPA Connections; Wichita (KS); On-site; USD 60,000 - 80,000; Full time

Job summary

CPA Connections is seeking a Retirement Services Professional with over 10 years of experience in client relations and retirement plan administration. The candidate will manage new accounts, ensure compliance, and provide exceptional client service.

The ideal candidate has expertise in account reconciliation, cash management, and ERISA regulations. A Bachelors of Business Administration from Wichita State University is required.

Qualifications

• Over 10 years of experience in client relations and retirement plan administration.
• Expertise in account reconciliation, cash management, ERISA regulations, and operational processing.
• Proven ability to serve as a wealth account coordinator.

Responsibilities

• Manage new accounts and asset transfers with precision and client-focused service.

Education

Bachelors of Business Administration

Job description

CPA Connections is seeking a Retirement Services Professional with over 10 years of experience in client relations and retirement plan administration. The candidate will manage new accounts, ensure compliance, and provide exceptional client service.

The ideal candidate has expertise in account reconciliation, cash management, and ERISA regulations. A Bachelors of Business Administration from Wichita State University is required.