Retirement Plan Analyst
Job Location:
Richmond, VA - USA
Yearly Salary:
Posted on:
Vacancies:
Job Summary
When you ask people what gives them peace of mind to live their best life having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
OneDigital is looking for a knowledgeable and experienced individual within the employee benefits and/or retirement plan industry to join its award-winning and dedicated team. This role provides tailored services to its clients and specializes in both the corporate and not-for-profit sectors.
Essential Duties and Responsibilities (include but are not limited to):
- Assist consulting and investment teams with general investment research and prepare client materials
- Assist in the investment monitoring and selection process
- Attend and participate in client committee meetings (as requested)
- Gather plan and participant level data
- Develop and draft proposals and responses to RFPs
- Conduct investment and plan research to draft materials for client presentations
- Assist in drafting of RFP analysis
- Coordination and preparation vendor and client meetings
- Perform data analysis and create necessary reports
- Plan design and fee benchmarking tools
Qualifications Skills and Requirements:
- Investment training or work experiences within the retirement plan industry
- High level of proficiency skills in Excel Word and PowerPoint
- Strong ethical character and moral compass
- Team-oriented
- Well-organized and can work independently
- Strong interpersonal skills organizational skills and ability to multitask
- Strong oral and written skills
Education Training and Experience:
- B.S./B.A. in Finance Math or Economics
The typical base pay range for this role nationwide is $55000 to $60000 per year.
Your base pay is dependent upon your skills education qualifications professional experience and addition to base pay some roles are eligible for variable compensation commission and/or annual bonus based on your individual performance and/or the companys performance. We also offer eligible employees health wellbeing retirement and other financial benefits paid time off overtime pay for non-exempt employees and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more visit: is an equal opportunity employer. Not only as a matter of standard but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity insists on equity and inclusion and connects us. Ensuring our people feel seen valued respected and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status uniformed servicemember status race color religion sex sexual orientation gender identity age (40 and over) pregnancy (including childbirth lactation and related medical conditions) national origin or ancestry citizenship or immigration status physical or mental disability genetic information (including testing and characteristics) or any other category protected by federal state or local law (collectively protected characteristics). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances we will consider qualified applications with arrest or conviction records for employment. For applicable candidates the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
Employment decisions shall comply with all other applicable federal state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry or ban the box laws in California Connecticut Colorado Hawaii Illinois Maine Maryland Massachusetts Minnesota New Jersey New Mexico Oregon Rhode Island Vermont and Washington.
In short we believe in hiring the most qualified applicant for the position regardless of background.
If you have questions about our hiring policies and practices we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence AI technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions ensuring a streamlined and effective hiring experience. However AI does not replace the humans in our process. If you have concerns about our use of AI you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Required Experience:
IC
About Company
Access insurance, financial services, employee benefits, and PEO solutions on one platform through local advisors.
