Retirement Plan Assistant
2 days ago
Retirement Plan Assistant
Location
New York, NY 10018
Job Summary
The Retirement Plan Assistant assists the Retirement Plan Services team with administration and client support. Serves as the primary point of contact for marketing and sales support in response to client and employee needs for the group. Manages and schedules appointments with plan administrators/employees and RPS team principals as needed. Maintains internal client file management systems. Responsible for client reporting and troubleshooting any client issues in additional to conducting internal research and benchmarking projects as needed.
Hourly Pay Range: $22.79 - $24.96 - $27.63
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
- Retirement Plan Advisory Group reporting and updating: Quarterly reporting for Scorecards, returns analysis, and style box. Periodic QDIA analysis. Available fund updating after approved fund changes. Quarterly fund asset level updates.
- Monitors phone and email communication from plan administrators and plan participants for service issues or appointment setting. Documents service issues and escalate to appropriate team members. Schedules participant review meetings and send confirmation/reminders of meeting times.
- Performs data upkeep for CRM management system. Ensures client and service provider contacts and roles remain up to date. Inputs new clients into CRM system and gathers relevant plan information from recordkeepers and service providers.
- Quarterly webinar coordination: Assists with the preparation, invitation, and delivery of quarterly webinar series. Circulates invitations, send plan details, and gather registrations and attendance numbers. Assists with collateral distribution following presentations. Updates and maintain client contact information.
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Required Qualifications:
- Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
- Minimum experience required: 2+ Years supporting financial investment teams
- Education level preferred: Undergraduate Degree (4 years or equivalent)
- Experience with retirement plans
- Ability to work independently to complete tasks and extended projects within expected timeframes.
- Proficient with Microsoft Office applications including; Word, Excel, and Outlook.
- Good verbal, interpersonal and written communication skills.
- Situational awareness for when to escalate client issues to team members in a timely manner.
- Ability to identify personal knowledge gaps and request further instructions when necessary.
- Ability to learn new software systems quickly and accurate.
- Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
- Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
- Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
- Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
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