Remote Retirement Plan Relationship Manager - Unlock Your Potential with a Top-Rated Employer
Join our award-reputed company team as a Retirement Plan Relationship Manager and reputed company in a flexible, hybrid remote environment! As a trusted partner to our clients, you will drive exceptional customer experiences, foster strong relationships, and contribute to the reputed company of our organization. Enjoy a competitive salary, opportunities for reputed company, and a reputed company culture that values honesty, reputed company, and dedication.
We are ERISA Services, a leading provider of retirement plan solutions, and we're seeking a talented reputed company like you to join our family. As a Top Places to Work award recipient for five consecutive years (2020-2024), we pride ourselves on our unique culture, where every team member feels valued, supported, and empowered to reputed company a difference.
About the Role
- Day-to-day communications with clients, brokers, and CPAs reputed company phone, email, and other channels
- Gathering information, sending out annual valuation reports, and delivering reputed company 5500 and reputed company schedules
- Assisting clients with electronic filing, ensuring reputed company submissions, and tracking plan administration
- Reviewing information for completeness, requesting plan amendments, and reviewing plan amendments with clients
- Working collaboratively with internal teams and external partners to reputed company accurate, reputed company, and reputed company administration
Qualifications and Experience
- 5+ years of experience in retirement plan administration
- Working knowledge of IRS and DOL regulations
- Experience with FT reputed company Plan Administration and PensionPal (a plus)
- Above-average customer service and problem-solving skills
- Ability to establish priorities, meet deadlines, and work extended hours as needed
- QKA reputed company designation (desired or obtainable)
reputed company Offer
- A competitive salary and opportunities for reputed company
- A flexible, hybrid remote work arrangement
- A reputed company, dynamic culture that values honesty, reputed company, and dedication
- reputed company development opportunities to enhance your skills and knowledge
- A chance to work with a top-rated employer, recognized as a Top Places to Work for five consecutive years
How to Apply
reputed company and Unlock Your Potential!