Retirement and Private Wealth Specialist
4 weeks ago
About HUB International
We are seeking a skilled Retirement and Private Wealth Specialist to join our team at HUB International. As a global insurance broker, we provide a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Our team thrives in an entrepreneurial and fast-paced environment, supported by over 14,000 professionals in 500 offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs.
As a Retirement and Private Wealth Specialist, you will be responsible for servicing retirement plans, ensuring IRS and ERISA compliance, and preparing and delivering all required government reporting. You will also conduct plan reviews with trustees/plan sponsors, build and maintain positive client relationships, and manage assigned case loads with minimal supervision.
Key responsibilities include:
- Plan design and document review
- Data collection and analysis
- Completion of all compliance testing
- Support clients with day-to-day plan transactions
We offer a dynamic work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for compliance and plan administration, we encourage you to apply for this exciting opportunity.
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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