Job Description
Pappas Financial is seeking a detail-oriented and client-focused Retirement Plan Consultant to support our growing retirement plan practice. This role is ideal for an organized professional who enjoys working in a collaborative environment, managing administrative processes, and delivering excellent service to clients and participants.
Job Duties
- Assisting with administrative work, such as entering new opportunities and establishing new account records in our CRM, while tracking service delivery for book of business
- Gathering reports and other materials needed to prep for client meetings
- Responding to participant and plan sponsor inquiries
- Acting as liaison for retirement plan partners and vendors
- Assisting with participant education program
- Recognizing potential leads for retirement plans and other ancillary products; passing lead to appropriate internal advisor partner and documenting its progress
- Supporting special projects as requested
- Adapt to changing priorities by assuming new tasks and responsibilities as required for our growing practice
Skills
- A basic understanding of ERISA, IRS, & DOL regulations (for example Form 5500s, Non-Discrimination Compliance Testing, Plan Design, etc.)
- Warm customer service skills, making each client feel valued
- Strong work ethic and critical thinking skills mandatory
- Ability to work in a fast-paced environment and be efficient
- Adaptable to change and growth oriented
- Proficiency with technology and aptitude for learning new systems
- Must be organized and detail oriented - accuracy is of upmost importance
Required Credentials & Experience
- Minimum 3 years’ experience with Retirement Plans (primarily 401(k) plans)
- Prior experience working with Recordkeepers, TPAs, and financial advisors
- Proficiency in basic software such as Microsoft Office applications, Adobe, Zoom, etc.
- Ability to work independently in a remote environment while consistently meeting and exceeding expectations
Preferred Credentials & Experience
- Experience with 3(21) and 3(38) fiduciary service and quarterly deliverables
- Securities License (series 6 & 63)
- Basic investment knowledge
- Prior experience with Fi360 a plus
Pay: $60,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: Hybrid remote in Farmington Hills, MI 48331
