Company Highlights

• 20 years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
• Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
• This firm offers best-in-class service that is renowned for exceeding client expectations.

Benefits and Features

• Competitive Compensation
• 401(k) Profit Sharing Plan
• Medical / Dental Insurance
• Section 125 (cafeteria) Plan

The Role You Will Play

• The Implementation Administrator will support the installation process for new sales as well as assume project management for assigned accounts.
• This role will compile and review prior plan documents and present plan design to clients and financial advisors in addition to researching and responding to questions related to plan design / administration.
• The Implementation Administrator will assist in all necessary installation paperwork and set up internal databases as needed.
• This role is entrusted to collaborate with the internal team to support the development and improvement of new business procedures.

Community Highlights

• This area is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
• Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.

Background Profile

• 2 years of retirement services experience
• Exposure to sales processes
• Strong communication, organization, and project management skills
• Expertise in Excel & Word; Access a plus
• Bachelor’s Degree

Last updated : 2024-04-29