Retirement Plan Client Service Administrator
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Job Location:
Clayton, OH - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
The Retirement Plan Client Service Administrator supports the operations of a client team specializing in employer sponsored retirement plans by providing overall assistance to team members on various tasks and projects. Enhancing processes identifying efficiencies and taking initiative within the team.
Essential Responsibilities
- Support Advisors in coordinating presentations videos and managing an online education platform for 401(k) plan participants
- Track and report participant engagement and feedback from education sessions including surveys attendance and impact
- Maintain a calendar of upcoming education events and deadlines
- Prepare presentation materials flyers other content and coordinate education events for 401(k) plan participants
- Support Client Service Managers and Advisors with administrative preparation for client review meetings
- Enhance overall client experience by incorporating efficiencies in processes and workflow monitoring for areas of improvement
- Assist in coordinating vendor and client paperwork and managing team projects
- Support daily office operations including scheduling meetings managing mail client file organization and maintaining supply orders
- Provide marketing and branding assistance as needed
- Coordinate client and team events
Qualifications :
- High school diploma required; college degree preferred
- Familiarity with Microsoft Office products preferred
- Must be authorized to work in the United States
Additional Information :
This is a full-time salary non-exempt position reporting to the Senior Advisor.
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
- Paid holidays
- Paid time off (PTO)
- Employer cost-shared medical and dental insurance
- Employer-paid short-term disability long-term disability AD&D insurance and basic life insurance
- 401k Match 50% of employee contributions up to 6% of compensation
- Discretionary annual profit-sharing bonus
- Paid parental leave
- Professional development reimbursement
- Paid volunteer time off (VTO)
- Employee referral incentive bonus program
- Onsite wellness programs & rewards
- Employee engagement activities
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities insurance commissions and/or trails.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing ... View more
