Retirement Plans Service Associate

Des Moines, IA - USA

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

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

Bachelors 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