Retirement Plan Specialist
4 weeks ago
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.
-
Pasadena, California, United States Teksky Full timeJob OverviewTeksky is a leading provider of estate planning services, seeking a highly skilled Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will work closely with clients to provide customized estate planning solutions, ensuring their wishes are protected and their loved ones are taken care of.SalaryThe estimated salary for...
-
Estate Planning Attorney
4 weeks ago
Pasadena, California, United States CunninghamLegal Full timeEstate Planning Attorney Job DescriptionAt CunninghamLegal, we are seeking a skilled Estate Planning Attorney to join our team. As an Estate Planning Attorney, you will be responsible for meeting with prospective and returning clients for consultations, analyzing estates to prepare appropriate estate plans, and ensuring that legal documents are accurately...
-
Rebar Specialist
4 weeks ago
Pasadena, California, United States G R Birdwell Construction Full timeAt G R Birdwell Construction, we are seeking a skilled Rebar Specialist to join our team. As a Rebar Specialist, you will be responsible for hoisting and placing reinforcing steel, including rebar, wire mesh, and post-tensioning systems, in accordance with construction documents and industry standards.Key Responsibilities:Installs rebar in wall footings,...
-
Financial Planning Manager
1 month ago
Pasadena, California, United States East West Bank Full timeOverviewAs a Financial Planning Manager at East West Bank, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.ResponsibilitiesAssess clients' financial situations by gathering information regarding investments, asset allocation, savings, tax planning,...
-
Maintenance Technician
4 weeks ago
Pasadena, California, United States Retirement Housing Foundation Full timeMaintenance Technician Job DescriptionThe Maintenance Technician is responsible for ensuring the upkeep and maintenance of our properties, providing a safe and comfortable living environment for our residents. This role involves performing routine maintenance tasks, troubleshooting issues, and ensuring that all systems and equipment are functioning...
-
Travel Nurse RN Specialist
1 month ago
Pasadena, California, United States TotalMed Staffing Full timeJob Title: Travel Nurse RN SpecialistJob Description:TotalMed Staffing is seeking a travel nurse RN Clinic specialist for a travel nursing job in a California location.Job Requirements:* Specialty: Clinic* Discipline: RN* Start Date: To be determined* Duration: 13 weeks* Hours: 40 hours per week* Shift: 10 hours, days* Employment Type: TravelAbout TotalMed...
-
Litigation Support Specialist
4 weeks ago
Pasadena, California, United States ICW Group Full timeJob SummaryWe are seeking a highly skilled and organized Litigation Support Specialist to join our team at ICW Group. As a key member of our team, you will be responsible for providing administrative support to our attorneys and hearing representatives in the handling of workers' compensation cases.Key ResponsibilitiesProvide clerical and data entry support...
-
Neurophysiology Specialist
4 weeks ago
Pasadena, California, United States Huntington Hospital Inc Full timeJob SummaryWe are seeking a highly skilled Neurophysiology Specialist to join our team at Huntington Hospital Inc. As a key member of our Neurophysiology department, you will be responsible for providing expert-level monitoring services during surgical procedures, including neurosurgery, otolaryngology, vascular, and orthopedic cases. Your expertise will be...
-
Career Advancement Specialist
4 weeks ago
Pasadena, California, United States Cornerstone Financial Strategies Full timeAt Cornerstone Financial Strategies, we are seeking a skilled Prearrangement Specialist to join our team. As a Prearrangement Specialist, you will be responsible for meeting with individuals and couples to create awareness of the advantages and benefits of pre-planning one's funeral arrangements.Pre-planning one's funeral is an act of love that creates peace...
-
Human Resources Specialist
1 month ago
Pasadena, California, United States Hireio, Inc. Full timeJob OverviewWe are seeking a highly skilled and experienced Human Resources Specialist to join our dynamic team at HireIO, Inc. The ideal candidate will possess a strong understanding of HR principles, practices, and employment laws, as well as excellent communication and problem-solving skills.Key Responsibilities:Recruitment and Onboarding: Collaborate...
-
Senior Legal Professional
4 weeks ago
Pasadena, California, United States Jobot Full timeJob OverviewJobot, a dynamic law firm, is seeking an experienced Senior Legal Professional to join our esteemed team, specializing in trusts, estate planning, real estate, business law, entity formation, and litigation in those practice areas.CompensationAn attractive annual salary of $125,000 will be offered to the selected candidate.Job ResponsibilitiesAs...
-
Plumbing Systems Specialist
4 weeks ago
Pasadena, California, United States City of Pasadena Full timeJob Summary:We are seeking a skilled tradesperson to join our team as a Plumbing Systems Specialist. In this role, you will be responsible for installing, maintaining, and repairing plumbing systems in buildings.Key Responsibilities:Install new plumbing systems, including pipes, valves, and fixtures.Repair and maintain existing plumbing systems, including...
-
Nurse Specialist
4 weeks ago
Pasadena, California, United States DaVita Full timeDaVita Career OpportunityDaVita is seeking a skilled Registered Nurse to join our team in a hospital setting. As a Nurse Specialist, you will have the opportunity to make a meaningful difference in the lives of our patients and their families dealing with end-stage renal failure or chronic kidney disease.About the RoleThis position requires a Registered...
-
Debt Recovery Specialist
4 weeks ago
Pasadena, California, United States Della Infotech Full timeJob Title: Debt Recovery SpecialistJob Summary: We are seeking a skilled Debt Recovery Specialist to join our team at Della Infotech. As a Debt Recovery Specialist, you will be responsible for tracking down customers with outstanding debts and negotiating repayment plans. Your goal will be to recover the money owed in a timely manner.Key...
-
Diagnostic Imaging Specialist
3 weeks ago
Pasadena, California, United States Preventive Diagnostics Inc Full timeDiagnostic Imaging SpecialistWe are seeking a skilled Diagnostic Imaging Specialist to join our team at Preventive Diagnostics Inc. The ideal candidate will have a strong background in radiologic technology and be able to perform accurate x-rays as ordered by the clinician while practicing radiation safety.This is a great opportunity to work in a fast-paced...
-
Physical Therapist Specialist
7 hours ago
Pasadena, California, United States Luminis Health Full timeJob Title: Physical Therapist SpecialistAbout the Role:We are seeking a skilled Physical Therapist to join our team at Luminis Health. As a Physical Therapist, you will play a vital role in helping patients recover from injuries and illnesses.Key Responsibilities:Evaluate patients for physical therapy services and develop effective treatment plans to meet...
-
Veterinary Care Specialist
4 weeks ago
Pasadena, California, United States VCA Animal Hospitals Full timeWe are seeking a skilled Associate Veterinarian to join our team at VCA Calvert Veterinary Center in Pasadena, Maryland.Key Responsibilities:Provide high-quality medical care to small animals, including exotic companion mammals, birds, reptiles, and pot-bellied pigs.Perform surgery and dentistry procedures, as well as routine wellness exams and...
-
Pet Grooming Specialist
4 weeks ago
Pasadena, California, United States Barkbus Full timeBarkbus is seeking a skilled Pet Grooming Specialist to join our team of world-class grooming talent. As a Mobile Dog Stylist, you will provide luxury 1 on 1 care to pups every day while working independently in our Hanvey grooming vans.Key Responsibilities:Focus on providing high-quality grooming services to dogs of all breeds and sizes.Work independently...
-
Pipefitter Specialist
4 weeks ago
Pasadena, California, United States CIMA Services Management, Inc. Full timeCIMA Services Management, Inc. is seeking a skilled Pipefitter Specialist to join our team. As a Pipefitter Specialist, you will be responsible for installing, maintaining, and repairing pipe systems, pipe supports, and related hydraulic or pneumatic equipment for various industrial processes.Key Responsibilities: Cut, thread, or hammer pipes to...
-
Electrical Systems Specialist
4 weeks ago
Pasadena, California, United States City of Pasadena Full timeJob Summary:This is an exciting opportunity to join the City of Pasadena as an Electrical Systems Specialist. As a key member of our team, you will be responsible for performing journeyman level electrical work, including building and maintaining electrical services, reading and understanding electrical blueprints, and using hand tools such as screwdrivers,...