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Retirement Plan Specialist

3 weeks ago
United States
Full-time
Mid Level
Customer Success
Customer and Technical Support
Salesforce
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 19

Description

  • Prepare Fiduciary Investment Reviews (FIRs), Fiduciary Plan Design Reviews, and Provider Reviews for meetings and delivery.
  • Support Wealth Advisors with plan design and proposal preparation.
  • Facilitate plan changes, including plan design updates and fund changes.
  • Help onboard new clients in collaboration with the sales team.
  • Support client transitions by coordinating with advisors to ensure a seamless process.
  • Answer plan-related inquiries from plan administrators, sponsors, and participants.
  • Maintain strong client satisfaction and retention among plan sponsors and administrators.
  • Communicate with recordkeepers, third-party administrators (TPAs), and custodians to support plan needs.

Requirements

  • Bachelor’s degree or equivalent, preferably in Business, Economics, Accounting, or Finance.
  • Minimum 3 years of financial industry-related experience.
  • Experience interacting with individuals at all income levels in a professional and confidential manner.
  • Notary designation is a plus.
  • Self-motivated, well-organized, and able to work independently and in a team environment.
  • Excellent verbal, written, analytical, and organizational skills.
  • Ability to multitask and manage multiple projects at once.
  • Ability to simplify complex issues and communicate clearly and concisely to advisors and clients.
  • High attention to detail and ability to see tasks through from concept to implementation.
  • Proficiency with RPAG, Salesforce, and MS Office Suite.

Benefits

  • Base pay range of $31 to $36 USD per hour.
  • Eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Comprehensive medical, dental, and vision coverage, including HSA options with company contributions.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus adoption assistance and family medical leave.
  • 401(k) retirement plan with Traditional and Roth options, company match, and after-tax contribution option.
  • Employee assistance program, concierge services, pet insurance, and preferred pricing on personalized financial planning services.

Interested in this position?

Apply directly on the company website

Apply Now

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