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Retirement Plan Account Manager

4 months ago

Tacoma WA United States Alera Group Full time

 

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization

 

Alera Group Retirement Plan Services, one of the fastest growing advisory firms in the U.S., is hiring for an Account Manager in our Northwest Region This role is a great entry into the Retirement Plan Advisor industry, where career options include advanced Account Management, Plan Advisor, Investment Analyst, and more. 

 


 

Job Highlights

  • Be the right hand for our Retirement Plan Advisors and their clients for high-level, specialized plan administration expertise
  • Prepare materials and handle logistics for client fiduciary and participant education meetings
  • Maintain critical financial and CRM systems
  • Help Advisors to analyze plan investment performance, participation, contributions, and other key metrics and develop recommendations for clients
  • Help to select plan providers, monitor performance, and coordinate actions
  • Manage changes to plan investments and providers
  • Troubleshoot administrator and participant issues
  • Collaborate with other Account Managers and management to continuously improve our account management operations in support of Advisors and clients
  • Work shoulder-to-shoulder with professionals in a firm focused on providing comprehensive guidance and expertise to employers for retirement benefits, health and ancillary benefits, and HR

 


  • Bachelor's degree or Post secondary education in business, finance, or other related field may be used to substitue for required experience.
  • Written and Verbal communication skills
  • Ability to track, prioritize, and complete multiple assigned tasks in a busy environment
  • Thrive in a team-based environment that involves working closely with coworkers to achieve client and internal objectives
  • MS Suite, especially Word, Excel and Outlook

Rewards Highlights

  • A healthy, fostering workplace culture
  • Engaged, mission-focused professional workforce
  • Experience and infrastructure to support remote workers
  • Collaborative workspaces when you want to come into the office
  • Flexible paid time off with no accruals or banks
  • Safe Harbor 401k plan with quick entry
  • High-quality health and other benefits with lots of choice and reasonable contributions
  • Genuine support for professional development with career plans and investment in certifications, education, and training
  • Hundreds of Alera offices nationwide

Salary Range: $54,000 to$90,000 DOE

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

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PandoLogic. Category:Human Resources, Keywords:Retirement Manager, Location:TACOMA, WA-98418