Benefits Advisor in Retirement Consulting

Join a reputable consulting firm as a remote Benefits Advisor specializing in retirement planning and group benefits. Work closely with clients and a Senior Managing Consultant.

This remote position involves supporting the day-to-day management of diverse client accounts with a focus on reporting and client engagement. Perfect for organized individuals eager to deepen their understanding of group benefits and retirement programs while thriving in a collaborative environment.

Key Responsibilities:

• Maintain accurate quarterly and annual retirement plan reports

• Update governance and performance reports for client meetings

• Assist in managing client relationships and inquiries

• Communicate with insurance providers to resolve issues

• Participate in virtual and in-person client meetings

Requirements:

• Strong skills in Microsoft Excel and MS Office

• Background in group benefits and retirement plans

• Understanding of insurance reporting tools

• Excellent organizational abilities

• Capability to work independently and collaboratively

Support a Senior Managing Consultant while enhancing your expertise in benefits consulting.
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