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Retirement Plan Installation Specialist

Ridgeland, MS 39157

Posted: 10/15/2021 Industry: Any Great Industry Pay Rate: DOE

Job Description

This position is responsible for working with Financial Advisors and Recordkeepers to propose our 401(k) retirement plan third-party administration services for their clients needs. This position is responsible for the retirement plan setup and installation process, as assigned and directed by the client: develop, foster, and maintain positive relationships internally and externally. The ideal candidate must be able to learn, understand, and professionally communicate 401(k) plan processes, as directed by the company, in a timely manner. This position directly contributes to client retention and client satisfaction. This position must perform administrative functions and provide outstanding internal and external customer service. 

Job Requirements

  • Bachelor's degree in Business, Accounting, or related field
  • Three (3) or more years of continuous account management and/or project management experience, preferred
  • Proficient MS Excel, Word, and Outlook, navigating multiple web-based applications

Additional Information

Benefits are available

Meet Your Recruiter

Kelly Sellers

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