Retirement Financial Advisor Support Specialist at Playocity

Town of Pittsford, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jun, 26

Salary

79000.0

Posted On

04 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Problem-Solving, Relationship Management, Attention To Detail, Analytical Skills, Interpersonal Communication, Verbal Communication, Written Communication, Prioritization, Time Management, Troubleshooting, Documentation, Reporting, Training, Microsoft Office

Industry

Software Development

Description

Description Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview This role supports financial advisors who work with Paylocity clients on retirement plan strategy and administration. The Advisor Support Specialist serves as a liaison between advisors, recordkeepers, and internal teams, ensuring accurate and timely support across plan setup, investment details, and operational functions. Primary Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Provide Tier 1 support to financial advisors supporting Paylocity clients regarding product features, plan configuration capabilities, investment availability, and operational procedures. Build strong relationships with advisors by delivering consistent, reliable, and consultative support. Coordinate with internal teams and vendor to resolve advisor inquiries, ensuring expectations are aligned and timely resolution. Assist with documentation and reporting required by advisors. Support advisor onboarding and training related to Paylocity’s retirement services and system capabilities. Maintain accurate records of advisor interactions and service requests. Collaborate with internal stakeholders to assist with troubleshooting operational issues to provide solutions to advisors. Education and Experience Bachelor’s degree required Minimum of 2 years of experience in retirement services. Experience working with financial advisors preferred. Understanding of retirement plan structures and investment vehicles. QKA designation preferred. Experience in customer service or client-facing experience, supporting advisors, brokers, or plan sponsors. Proficiency in Microsoft Office Strong interpersonal verbal and written communication skills with strong emphasis on relationship management skills. Strong attention to detail with strong analytical and problem-solving skills. Ability to manage multiple inquiries concurrently, effectively prioritizing tasks, managing timelines, and ensuring deliverables are met. Physical Requirements Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The pay range for this position is $55,300 - $ 79,000/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via www.paylocity.com/careers.

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Responsibilities

This role provides Tier 1 support to financial advisors regarding Paylocity clients' retirement plan features, configuration, investments, and operational procedures, acting as a liaison between advisors, recordkeepers, and internal teams. Key duties include resolving advisor inquiries, assisting with documentation and reporting, supporting advisor onboarding and training, and maintaining accurate interaction records.