Senior Retirement Plans Service Associate at Financial Integrators

Des Moines, Iowa, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Retirement Plans, Client Service, Communication Skills, Mentoring, Analytical Skills, Problem Solving, Team Player, Attention To Detail, Critical Thinking, Relationship Building, Plan Design, Compliance, Data Analysis, Technical Guidance, Customer Service

Industry

Financial Services

Description

Description Financial Integrators, a dynamic, holistic wealth management firm, is seeking an experienced Senior Retirement Plans Service Associate to join our Qualified Retirement Plans team. This 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 a clear understanding of the financial services industry, as well as the needs of businesses of all sizes. Expert knowledge of retirement plans, a commitment to excellent client service, and strong communication skills are crucial to being successful in this position. Financial Integrators offers a flexible work environment, free parking, a full array of benefits, and a supportive, encouraging culture. Does this role sound like a great fit? We’d love to hear from you! Specific job duties include, but are not limited to: Mentoring and providing expert, technical guidance to financial professionals, plan sponsors and team members on complex retirement plan situations Preparation and expert review of retirement plan paperwork, including recordkeeper, broker/dealer, RIA, and TPA forms Creation and analysis of retirement plan reports, including, but not limited to, RPAG fee benchmarking and prospecting reports Reviewing, analyzing and interpreting investment and plan recordkeeper reports Assisting plan sponsors with complex plan and administrative questions and processes Leading the plan design and compliance functions with TPAs and other stakeholders Acting as the primary facilitator for discussions between financial professionals, clients, recordkeepers, and TPAs Preparing client meeting agendas, taking immediate action on post-client meeting work items Continuously collaborates with Relationship Manager, Retirement Plan Associates and other team members to update processes, procedures to bring efficiencies to the team. Complete Plan Onboarding in conjunction with financial professionals, plan sponsors and plan participants, as needed. Provide plan participant support where needed. Other duties as assigned Requirements Qualifications include: Bachelor’s degree or equivalent required; degree in Finance or similar field of study desired 5+ years of experience with retirement plan administration or consultation Critical thinking and analytical skills required Strong ability to mentor and train others in retirement plan-specific knowledge Ability to gather and analyze client data Skill in identifying and completing client and team needs by conducting root cause analysis Strong verbal and written communication skills with a 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 Senior Retirement Plans Service Associate will mentor and provide expert guidance on complex retirement plan situations while collaborating with various stakeholders. They will also prepare and review retirement plan paperwork and assist plan sponsors with administrative questions.