Retirement Planning Coordinator

3 weeks ago


Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
About the Role
The Investment and Retirement Sales Assistant will play a key role in supporting the Investment and Retirement Center (IRC) team at American Heritage Credit Union. This is a full-time position that requires one year to three years of similar or related experience. The ideal candidate must possess Series 6, 63, and Life and Health licenses, as well as a two-year college degree or completion of a specialized course of study at a business or trade school. Professional interpersonal skills are essential for serving members and staff while projecting a positive image as a representative of the credit union.

The successful candidate will be responsible for scheduling client service meetings, preparing required analyses and paperwork, and interacting with Member Financial Officers before and after client meetings. Additionally, they will market the IRC program to members and credit union employees, organize monthly trainings, and conduct referral contests for staff. A working knowledge of brokerage and insurance products, terms, functions, suitability, and compliance aspects is necessary for this role.

Key Responsibilities
- Schedule all assigned client service meetings with the Member Financial Officers' clients
- Prepare all required analyses and paperwork for the Member Financial Officers' scheduled meetings
- Interact with the Member Financial Officers before and after client meetings
- Market the IRC program to members and credit union employees
- Organize and conduct monthly trainings and monthly/quarterly referral contests for staff

Requirements
- One year to three years of similar or related experience
- Series 6, 63, and Life and Health licenses
- Two-year college degree or completion of a specialized course of study at a business or trade school
- Professional interpersonal skills
- Working knowledge of brokerage and insurance products, terms, functions, suitability, and compliance aspects

Compensation Package
A competitive salary of $62,500 - $72,500 per annum, commensurate with experience, plus benefits and opportunities for professional growth and development.

  • Philadelphia, Pennsylvania, United States MSCCN Full time

    **Job Summary:**We are seeking a highly skilled and detail-oriented individual to join our team as an Administrative Specialist I - Retirement. This role will be responsible for providing administrative support to our retirement consulting team, ensuring the smooth operation of our services.About CBIZ:CBIZ is a leading provider of benefits and insurance...


  • Philadelphia, Pennsylvania, United States MSCCN Full time

    About the Job: We are seeking a skilled Retirement Services Coordinator to join our team at MSCCN. In this role, you will be responsible for coordinating retirement services and ensuring that all aspects of pension plan administration are completed efficiently. Your excellent organizational skills and attention to detail will be essential in managing...


  • Philadelphia, Pennsylvania, United States Ascensus Full time

    About the JobWe are seeking an experienced Implementation Project Manager to join our team. As an Implementation Project Manager, you will be responsible for leading the onboarding process for new clients and projects, working closely with internal teams and external partners to ensure successful implementations.Key Qualifications5-7 years of experience in...


  • Philadelphia, Pennsylvania, United States MSCCN Full time

    About the Role: We are seeking an experienced Administrative Specialist I Retirement to join our team. In this role, you will be responsible for providing administrative support to our retirement consulting team, including preparing and producing professional materials, managing correspondence, and maintaining office supplies.">About Us: CBIZ is a leading...

  • Support Coordinator

    4 days ago


    Philadelphia, Pennsylvania, United States Watermark Retirement Communities Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Watermark Retirement Communities. As an Administrative Assistant, you will play a crucial role in ensuring the smooth operation of our community.Key Responsibilities:Coordinate resident activities and events, including scheduling appointments and...


  • Philadelphia, Pennsylvania, United States MSCCN Full time

    Job SummaryWe are seeking an experienced Administrative Assistant B to join our team at the University of Pennsylvania's School of Design. As an Administrative Assistant B, you will provide administrative and programmatic support to the Department of City & Regional Planning and the Master of Urban Spatial Analytics (MUSA) program.About the RoleThis is an...


  • Philadelphia, Pennsylvania, United States Chubb Full time

    Company OverviewChubb is a global insurance company that offers a wide range of insurance products and services to individuals and businesses. Our company operates in 54 countries and has a reputation for excellence in financial strength, underwriting, and claims handling. We are committed to providing equal employment opportunities to all candidates,...


  • Philadelphia, Pennsylvania, United States Willis Towers Watson Public Limited Company Full time

    We offer a dynamic and collaborative environment where you can learn from experienced professionals and contribute to meaningful projects. Our team is dedicated to delivering exceptional results and making a positive impact on our clients' businesses.


  • Philadelphia, Pennsylvania, United States Deer Meadows Retirement Community (2) Full time

    Nursing Education Role at Deer MeadowsWe are seeking a dedicated Nurse Education Coordinator to join our team at Deer Meadows Retirement Community (2). As a key member of our team, you will play a vital role in shaping the future of our nursing staff.The estimated salary for this position is $ 75,000 - 95,000 per year, depending on experience. Our...


  • Philadelphia, Pennsylvania, United States Ascensus, LLC. Full time

    About the RoleThis position is responsible for providing exceptional client service to our partners, intermediaries, and plan sponsors. The Client Services Consultant will demonstrate in-depth knowledge of retirement plans and Ascensus products and services by offering solutions to complex plan issues and delivering consultative service to help clients...


  • Philadelphia, Pennsylvania, United States Temple University Full time

    Temple University's Strategic Events Department is seeking a highly motivated and organized Coordinator, Strategic University Events to join our team. As a key member of the events team, you will assist in planning and executing high-quality events, programs, and ceremonies.Job DescriptionAs a Coordinator, you will be responsible for providing administrative...


  • Philadelphia, Pennsylvania, United States MSCCN Full time

    About the Role: We are seeking a highly motivated and detail-oriented Senior Retirement Consultant to join our team at MSCCN. In this role, you will be responsible for providing comprehensive retirement consulting services to our clients. Your expertise in pension plans and ability to communicate effectively with internal and external stakeholders will make...


  • Philadelphia, Pennsylvania, United States Traffic Planning & Design Full time

    Key ResponsibilitiesThis role involves providing daily inspection of construction work within a given discipline to ensure the project complies with plans and specifications. This includes Roadway Inspection of earthwork, drainage, paving, etc.; Structural inspection of foundations, piles, concrete, deck formwork, MSE walls, sign structures, etc.; ADA...


  • Philadelphia, Pennsylvania, United States Watermark Retirement Communities Full time

    Join our team at Watermark Retirement Communities as an Administrative Assistant! In this dynamic role, you'll have the opportunity to make a meaningful impact on the lives of our residents.About the JobWe're looking for a friendly and efficient individual to assist with scheduling appointments and transportation for our residents. Your responsibilities will...


  • Philadelphia, Pennsylvania, United States City of Philadelphia Full time

    Estimated salary range: $120,000 - $160,000 per year.About the OpportunityThe City of Philadelphia is seeking a highly skilled professional to lead its public land management efforts. As the Director of Preservation and Property Development, you will be responsible for overseeing the preservation of historic assets, managing natural lands, and coordinating...


  • Philadelphia, Pennsylvania, United States Orbital LLC Full time

    Key ResponsibilitiesEnsure safety compliance and report incidents to the client's construction manager and Orbital supervisor.Participate in construction planning, pre-construction drawing reviews, and constructability reviews.Inspect construction sites, complete pre-construction checklists, and ensure necessary permits and plans are in place.Manage...


  • Philadelphia, Pennsylvania, United States Watermark Retirement Communities Full time

    At Watermark Retirement Communities, we're committed to providing exceptional care and services to our residents. As an Administrative Assistant, you'll play a vital role in supporting our management team.About the RoleWe're seeking a highly organized and detail-oriented individual to assist with coordinating resident activities and events. This will...

  • Community Assistant

    4 days ago


    Philadelphia, Pennsylvania, United States Watermark Retirement Communities Full time

    Join Our TeamWatermark Retirement Communities is seeking an experienced Administrative Assistant to join our team. As an Administrative Assistant, you will play a vital role in ensuring the smooth operation of our community.Key Responsibilities:Coordinate resident activities and events, including scheduling appointments and transportation as needed.Maintain...


  • Philadelphia, Pennsylvania, United States Chapel Manor Full time

    About the Role">The Care Planning Specialist is responsible for ensuring accurate and timely completion of patient assessments and care plans. This position plays a critical role in facilitating seamless transitions between departments and levels of care.">Your primary duties will include developing and implementing individualized care plans, coordinating...


  • Philadelphia, Pennsylvania, United States firstPRO, Inc Full time

    FirstPRO, Inc.As an Event Manager at FirstPRO, Inc., you will be responsible for planning and executing high-quality events that support the company's strategic goals. Your expertise in event management will help drive organizational success by delivering impactful events.Key Responsibilities:Manage all aspects of event planning, including vendor...