Retirement Plan Consultant; Plan Transitions & New Business

Position: Retirement Plan Consultant (Plan Transitions & New Business)
_An in-office, three-day-a-week hybrid schedule for a candidate local to one of our offices is preferred. A candidate who is not geographically_

_close to one of our locations can be considered for fully remote work if this candidate has retirement plan onboarding expertise._

** Essential Duties and Responsibilities*
*
- Manage a select group of retirement plan conversions

- Responsible for all aspects of plan conversions

- Drafting participant notices and service agreements

- Perform project tasks independently, and direct the efforts of others

- Anticipate client needs and formulate solutions to client issues

- Prepare and review deliverables for accuracy and quality

- Plan and participate in client conversion meetings

- Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

** Skills*
*
- Excellent problem solving including an ability to independently research and determine strategies to solve client needs

- Experience fostering client relationships

- Operating standard office equipment and using required software applications, including Microsoft Office and established databases

- Providing excellent customer service

- Critical thinking

- Communicating effectively, both orally and in writing

- Prioritize, work independently and drive tasks to completion

- Lead project teams and function with multiple tasks and deadlines concurrently

- Handle multiple ongoing projects

- Knowledge of the Relius recordkeeping system

** Education/Previous

Experience:

*
*
- Bachelor's Degree and a minimum of three (3) years of relevant experience in financial services.

OR

- Any equivalent combination of education, training and/or experience approved by Human Resources.

** Licenses/Certifications*
* QKA or QPA designation preferred