Retirement Plan Services Associate
3 weeks ago
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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