OVERVIEW

We are in search of a Consultant Assistant for a successful retirement plan provider whose staff is recognized locally and nationally for their expertise in retirement plan consulting.
This essential role enters financial data, processes transactions, conducts client follow up communication, and interacts with retirement plan consultants, participants, and plan sponsors to ensure a high level of customer service and accuracy when processing requests. The work environment is within a beautiful business office with friendly, professional colleagues.

Please refer the Job description for details