Retirement Plans Service Associate at Financial Integrators

Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Jan, 26

Salary

0.0

Posted On

13 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Skills, Analytical Skills, Critical Thinking, Communication Skills, Attention to Detail, Customer Service, Relationship Building, Problem Solving, Teamwork, Data Analysis, Self-Starter, Goal Oriented

Industry

Financial Services

Description

Description Financial Integrators, a dynamic, holistic wealth management firm, is seeking a Retirement Plans Service Associate to join our Qualified Retirement Plans team. This entry-level role collaborates with financial advisors, plan sponsors, recordkeepers, and Third Party Administrators (TPAs) to provide our clients with the best possible service. The ideal candidate will have good financial and analytical skills, is a self-starter with critical-thinking abilities. The position will be non-exempt. Specific job duties include, but are not limited to: Preparing qualified retirement plan review meeting agendas Preparation and processing of retirement plan paperwork, including group retirement plan forms, recordkeeper forms, TPA forms, and investment reports Creation of retirement plan proposals Coordination of investment reports with the qualified retirement plan investment committee Direction and handling of participant inquiries Assisting plan sponsors and recordkeepers with questions and processes Coordinating with TPA regarding compliance functions Following up on post-client meeting tasks ensuring completion of plan-specific task work Facilitating discussions between advisors and retirement plan service providers Requirements Qualifications Bachelor’s or other college degree, certification, or equivalent 0-2+ years in the financial industry; experience with retirement plan administration preferred Good financial and analytical skills Ability to gather and analyze client data Ability to identify, meet, and follow through with team tasks and client needs Strong verbal and written communication skills Strong attention to detail with the ability to work efficiently & accurately Self-starter, problem solver, goal oriented, and a team player Excellent customer service, communication, and relationship building skills required Physical Requirements Standing or sitting for extended periods of time in an office environment Working on a computer for extended periods of time Lifting up to 15 pounds

Responsibilities

The Retirement Plans Service Associate prepares meeting agendas, processes retirement plan paperwork, and coordinates with various stakeholders to ensure client needs are met. They also handle participant inquiries and follow up on post-client meeting tasks.