Job Description Summary
Manage a select group of qualified and nonqualified retirement plan conversions, which may include all aspects of plan on-boarding to NWPS systems, overseeing conversion
time-lines, trust accounting, participant notices, plan documents, and data wrangling. Continuously gain knowledge of the retirement plan industry through ongoing education.
Job Description
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
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 3 to 6 years
Certifications
Other Certification Not Listed - Other
Salary Range
$80,000.00-$90,000.00
Travel
Less than 25%
Workstyle
Remote
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
