Retirement Plan Services Associate

3 weeks ago


Chicago, Illinois, United States Alera Group, Inc. Full time

Overview:

Alera Group is seeking a highly motivated Operations Associate to join their Retirement Plan Services team.

This is an exciting opportunity to be part of a rapidly growing Retirement Plan business with a focus on Financial Wellness and exceptional service.

Responsibilities:

  • Manage integration of new business data; assist with quarterly fee analysis and record keeper data collection
  • Work with newly acquired Retirement Plan Services firms to establish and support an RIA transition project plan
  • Provide quarterly reporting on specified sales performance metrics
  • Assist Director of Investments with investment data collection
  • Actively support Financial Wellness and Participant Education initiatives
  • Coordinate follow-up and interaction between Regional Operations, Compliance, Advisors, Support Personnel, and Outside Vendors
  • Vendor Invoicing and Payment Reconciliation
  • CRM Support
  • Foster a culture of continuous improvement, focusing on service, consistency, ownership, accountability and follow up as well as compliance with firm policies and procedures
  • Perform other duties as assigned

Qualifications:

  • Undergraduate college degree required
  • Minimum 3 years of work experience in financial services, supporting Retirement Plan and Financial Wellness programs

Additional Qualifications:

  • Demonstrate understanding of Retirement Plan Services and the applicable rules, regulations, and best practices
  • Ability to effectively communicate in verbal and written formats
  • Excellent customer service skills, and ability to interact with advisors
  • Ability to establish priorities, work independently, and proceed with objectives with little supervision
  • Ability to handle and resolve complex issues
  • Proficient computer and Microsoft Office skills (Word, Excel, PowerPoint)
  • Demonstrate a commitment to building new skills
  • Strong attention to detail and ability to manage deadlines
  • Highest integrity regarding confidentiality of client data
  • Team player who will thrive in a collaborative environment

Alera Group is 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.



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