Job Description:
• Prepare customized proposals, fee calculations, and supporting analysis for prospective clients.
• Participate in sales calls and capture detailed notes and follow-ups.
• Track and manage sales leads, ensuring timely, professional communication.
• Assist with creating sales materials, presentations, and onboarding packets.
• Run and prepare Quarterly Investment Monitoring Reports.
• Analyze fund performance, fees, share classes, and benchmark comparisons.
• Draft initial report summaries and prepare documentation for internal review.
• Assist with investment research, fund comparisons, and ongoing data management.
• Support the onboarding of new 401(k) plans, including start-up and takeover plans.
• Coordinate with internal Operations and Consulting teams to gather required documentation.
• Prepare service agreements, onboarding materials, and account-setup forms.
• Assist with drafting and distributing participant notices (404(a)(5), 408(b)(2), etc.).
• Communicate clearly and professionally in both written and verbal formats.
• Maintain organized internal documentation and ensure accurate data entry across systems.
• Collaborate closely with Sales, Investment, Operations, and Consultant teams.
• Perform other duties and special projects as needed.
Requirements:
• Experience in 401(k) plan administration, retirement services, or financial services preferred.
• Strong analytical abilities, including comfort interpreting financial data and investment information.
• Excellent written and verbal communication skills.
• High proficiency in Microsoft Excel and Word.
• Experience with Relius or similar industry software is a plus.
• Strong initiative, integrity, and attention to detail, with the ability to manage multiple priorities.
• Ability to thrive in a fast-paced, entrepreneurial environment – adaptable, proactive, and eager to learn.
• ASPPA or NIPA credentials (or interest in pursuing them) preferred but not required.
Benefits:
• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.
Apply Now
Apply Now