Retirement Plan Services Specialist

About Renaissance Financial

Renaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake Mission: Using creative business and personal planning we help our clients achieve financial freedomonerelationshipat a true team approach and entrepreneurialatmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspireprofessional growth throughnumerousopportunities while creating a lasting impacton our organization and community. We support and reward our staff through teamoutingsand industry leading benefitsbecause wesincerely careabout the well-being of our team members.

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

The mission of this full-time position is toprovide administrativeassistanceand support to Renaissance Financial advisors and their retirement plan clients.

Responsibilities:

• Retirement Plan Committee Meeting Management
  • Proactively communicate with advisorsregardingscheduling client meetings and necessary items to be discussed
  • Compile and distribute meeting review materials to all attendees
  • Prepare and deliver meeting recaps and follow up items to clients
  • Document coordinate and follow up on any decisions and action items from client due diligence meetings
  • Manage action items through to completion

• Fee-Based Client Management
  • Monitor and document fiduciary and non-fiduciary services to ensure compliance with client service agreements and fiduciary best practices
  • Create andmaintaineach clients due diligence file withappropriate recordsand documentation
  • Track and benchmark financial advisory fees and update as necessary
  • Perform quarterly investment monitoring using FI360
  • Work with vendors and clients to complete plan level investment fund changes
• Update plan information in Salesforce and other department records as needed
• Perform other administrative duties as necessary

Essential Characteristics:

• High level of interpersonal skills to handle sensitive and confidential situations.
• This position requires demonstrated poise tact and diplomacy.
• Ability to interact and communicate with individuals at all levels of the organization.
• Follow and give general oral and written directions ability to organize and manage multiple priorities ability to work independently understanding and experience with personal computers enter data quickly and accurately.
• Work requires attention to detail in things such as composing typing and proofing materials establishing priorities and meeting deadlines.
• Work in a fast-paced environment withdemonstratedability to juggle multiple competing tasks and demands.

Education Training&Experience:

• College degree preferred; must have High School diploma
• Two or more years of experience in an office environment preferred
• Working knowledge of retirement plans preferred

Computer Equipment and Software:

• Proficiencyin the use of computer programs for:
• Microsoft Office Suite (including Word PowerPoint Excel Outlook OneNote)
• Databases
• Intranet
• Adobe Acrobat

Proficiencyin the use of office equipment:

• Computer
• Voice messaging systems
• Fax
• Photo copier
• Typing of at least 50 wpm

Working Conditions:

• Business professional office environment.
• Standard 40-hour work week with flexibility to workadditionalhours as needed.
• Occasional travel may berequired.

We are committed to providing an accessible work environment. If you needaccommodationsduring the application or employment process please let us know.

Benefits and Incentives:

• Employerprovided 401k contribution (up to 10% based on team member eligible compensation annually).â
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.â

Required Experience:

IC