Retirement Services Associate Consultant
4 days ago
At Marsh LLC, we're seeking a skilled Retirement Services Associate Consultant to join our team. As a key member of our Retirement Services team, you'll play a vital role in supporting our Consultants and contributing to the success of our clients.
About the Role
The ideal candidate will have three to five years of experience in the retirement industry, with a strong understanding of MS Office Suite and analytical skills. A FINRA Series 6, 63, and 65 or 7 and 66 licensure is a plus, and a college degree is preferred. If you're passionate about delivering purposeful work and making a meaningful impact, we'd love to hear from you.
What You'll Do
- Support Consultants with tasks such as preparing materials for client meetings and attending meetings to track tasks and deliverables.
- Coordinate changes to investment plans, create and update summaries for clients, and assist with RFPs and benchmarking materials.
- Interact with service providers and other external contacts, utilizing strong communication skills.
- Contribute to the onboarding of new clients by coordinating the collection and review of agreements and documents, and sometimes leading implementation calls.
- Maintain committee documentation for provider and investment committees.
Our Culture
We value and respect the impact our colleagues make every day, both inside and outside our organization. Our culture promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue projects and causes that give colleagues fulfillment outside of work.
Benefits
- Generous time off, including personal and volunteering time.
- Tuition reimbursement and professional development opportunities.
- Hybrid work schedule.
- Charitable contribution match programs.
- Stock purchase opportunities.
At Marsh LLC, we're committed to creating a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We're always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
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