Retirement Plan Specialist

4 weeks ago


Pasadena, California, United States Shuster Advisory Group Full time
Job Description

Shuster Advisory Group seeks a skilled Retirement Plan Specialist to join their team. This role is responsible for reporting, analytics, and client service within the retirement planning division.

The ideal candidate will work closely with team members and firm leadership to ensure task and project requirements, deadlines, and schedules are on track.

Key Responsibilities:

  • Manage and integrate data from various sources into comprehensive presentations and reports.
  • Prepare reports to monitor plan participation, performance, and costs.
  • Assist in preparation of client and prospect presentations.
  • Create and present plans to clients/prospects (strategy, design, funding).
  • Recommend plan changes as appropriate.
  • Consult with clients about the legal and regulatory environment and how it impacts their plan(s) or benefits.
  • Conduct group education presentations.
  • Provide client support for annual audits and regulatory filings.

Requirements:

  • Advanced MS Office skills with an emphasis on Excel and PowerPoint.
  • Experience with retirement plans (401(k), 457(b), 401(a), 403(b), Defined Benefit Plans, etc.).
  • Experience with Retirement Plan Advisory Group (RPAG), Fi360, and/or Morningstar a plus.
  • Series 65 a plus.
  • Strong written and verbal communication skills.
  • Strong organizational, customer service, and analytical skills.
  • Must be dependable and can handle multiple time-sensitive projects with a high degree of accuracy and attention to detail.


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