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Retirement Plan Consultant

Client Services Department

Seattle, Washington

Full Time (40hrs/week)

Start Immediately

Pay: Based on Experience

Our Team Members

At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. In order to deliver on this goal, LRS team members uphold their commitment to superior customer service, have a consistent track record of exceeding expectations, and always show their attention to detail by continually advancing their education of our unique industry. With their solutions-oriented mindset and ability to thrive both independently and as part of a team, LRS is able to leverage our strengths and promote innovation throughout our industry. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

We implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and nontraditional investments.

Department-wide Responsibilities

The Client Services team communicates directly with our clients in an effort to understand their experiences with our company, discuss the services we provide, and assist in any addition requests they may have. Team members respond to client questions regarding their retirement plans, discuss expectations on meeting regulatory requirements, and collaborate with other departments to resolve client issues.

Responsbilities In Your Role

  Provide excellent support to clients, including but not limited to; outbound phone calls/email campaigns, obtaining outstanding client documents, updating client information, and communicating outstanding invoices.

  Assist with the implementation and onboarding of new clients.

  Convert prospects to active clients by preparing and obtaining agreement and intake kits, fee disclosures and other notices, coordinate with 3rd party vendors, and install clients in our systems.

•  Initiate and manage plan conversions, plan implementations, and plan de-conversions.

  Correlate data in multiple databases to develop targeted communication campaigns, via email and phone.

  Oversee and guide clients through plan terminations, mergers, and acquisitions.

  Proactively schedule and conduct regular compliance calls with our clients.

•  Understand retirement plan qualification requirements, draft, and review retirement plan documents, apply plan provisions to client and participant circumstances, including distributions, loans and vesting.

•  Perform contribution calculations. Prepare projected and actual plan contributions.

•  Review census data, determine employee eligibility, participation, and enrollment. Communicate information to clients.

•  Assist clients with locating missing participants and securing ERISA bonding.

•  Calculations, compliance review, processing, and client communication related to loans, hardship withdrawals and other distributions.

•  Determine RMD eligibility. Calculate and communicate distributions to be taken or waived.

•  Work and communicate with Sponsors and Participants in processing requests.

•  Prepare quarterly management reports and participant statements.

•  Understand, prepare, and communicate plan and participant notification requirements including annual notices and special circumstance notifications.

Qualifications

  Work Authorization: U.S. Citizen or Permanent Resident Visa.

  Bachelor’s Degree and a minimum of 2 years industry or related industry (banking, finance, investments, wealth management) experience.

  ASPPA Retirement Plan Fundamentals (RPF) Certified and ASPPA Defined Contribution Plan Course #1 (DC1) Certified.

  Experience with cross testing is a plus.

  Basic understanding of business entities and what comprises a workforce within a retirement plan.

  Basic understanding of non-traditional investments and how they are treated in a retirement plan.

  Strong command of technology and the ability to quickly learn new software solutions.

  Proficiency with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens.

 

 

Email us a cover letter, resume, references, and any additional applicable information to apply.

APPLY NOW

Contact Us: careers@leadingretirement.com

Benefits We Offer

We offer benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays are available after 90 days of employment. We also offer a company sponsored 401(k) Plan and company matching contributions, performance bonuses, and financial support for ongoing education and credentialing. We are a growing company with a casual working environment, providing each of our team members the opportunity to be a part of our company's success.

Our Team Has A Lot To Say

I am viewed as a person rather than a number. I am impactful to the company and the company has helped me grow both personally and professionally.

Kimberly V.

I work in a very positive environment. I am continually educated to better serve our clients and the industry. The company invests in me and therefore I am happy to invest my time and efforts within the organization.

LRS Team Member

Excellent opportunity in a unique and growing industry. Formal training is sponsored by the company with professional mentoring by the team. Employees and their lives matter in the workplace.

LRS Team Member

LRS is a great and growing organization. It recognizes it's team members for their efforts and makes them the number one priority of the company. As we are growing, new and different opportunities are always available, which challenges me to grow as a professional.

LRS Team Member

 

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