Senior Retirement Plan Strategist

Aon plc; 1060 Maitland Center Commons, Maitland, 32751, FL, US; In loco; USD 75.000 - 132.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary package

PTO & paid holidays

401(k) with match

Descrizione del lavoro

Wealthspire, a leading wealth management and retirement advisory firm, is seeking a Retirement Plan Administrator to serve clients across the United States. You will establish client relationships, perform compliance reviews, and coordinate data for client meetings.

You will analyze plan investments, support reporting, and work with senior staff to deliver thoughtful retirement solutions. The ideal candidate has a bachelor’s degree in finance/business, 5+ years of retirement plan administration,

Competenze

• Bachelor's degree required; experience in retirement plan administration a plus.
• 5+ years in retirement plan administration and consulting; credentials a plus.
• Strong oral, written, interpersonal and computer skills; highly organized.

Mansioni

• Establish, maintain and nurture client relationships with decision makers.
• Perform compliance reviews and communicate issues to clients.
• Schedule and attend regular client meetings to assess needs.
• Advise clients on complex retirement plan issues and solutions.
• Coordinate data collection and presentation for client meetings.
• Analyze plan investments and support internal reporting for retirement.
• Collaborate with staff and management to execute plans and add value.
• Represent Wealthspire services and deliver expert retirement guidance.

Conoscenze

Oral communication

Written communication

Interpersonal skills

Problem-solving

Attention to detail

Formazione

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

Strumenti

Microsoft Office

Descrizione del lavoro

Wealthspire, a leading wealth management and retirement advisory firm, is seeking a Retirement Plan Administrator to serve clients across the United States. You will establish client relationships, perform compliance reviews, and coordinate data for client meetings.

You will analyze plan investments, support reporting, and work with senior staff to deliver thoughtful retirement solutions. The ideal candidate has a bachelor’s degree in finance/business, 5+ years of retirement plan administration,