Senior Retirement Plan Strategist

Wealthspire; Orlando (FL); On-site; USD 75,000 - 132,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Performance-based incentives

Job summary

Wealthspire, located in Orlando, Florida, is seeking a Retirement Plan Administrator to manage client relationships and provide consultancy on retirement plans. The successful candidate will have at least 5 years of relevant experience, strong Microsoft Office skills, and a commitment to quality customer service.

The role includes conducting investment analyses, managing compliance issues, and participating in team projects. We offer a competitive salary ranging from $75,000 to $132,000, PTO, and 401(k) with a match.

Qualifications

• Minimum of five years of experience in retirement plan administration and consulting.
• Proficient in Microsoft Office software.
• Strong communication skills in oral and written formats.

Responsibilities

• Establish and maintain client relationships.
• Consult clients on retirement plan issues.
• Manage internal reporting and tracking for the retirement department.

Skills

Microsoft Office skills

Organizational skills

Interpersonal skills

Problem-solving skills

Attention to detail

Customer service

Education

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

Job description

Wealthspire, located in Orlando, Florida, is seeking a Retirement Plan Administrator to manage client relationships and provide consultancy on retirement plans. The successful candidate will have at least 5 years of relevant experience, strong Microsoft Office skills, and a commitment to quality customer service.

The role includes conducting investment analyses, managing compliance issues, and participating in team projects. We offer a competitive salary ranging from $75,000 to $132,000, PTO, and 401(k) with a match.