What are the responsibilities and job description for the Implementations Coordinator position at LeafHouse?
About LeafHouse:
We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs. Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.
Implementations Coordinator Job Description:
Assist with aspects of onboarding LeafHouse’s services for clients with their retirement plan providers. Work with an established team to provide satisfactory client service to our partners and clients. This role is located in person in Austin, TX. Starting salary for this position is $50,000, dependent on experience.
Roles/Duties:
- Onboarding LeafHouse at providers when engaged with new business
- Update internal database and use customized dashboard to monitor transition and client status
- Monitor the transition period and update the client and/or financial advisor with important details
- Attend provider calls, when required, during client’s transition
- Facilitate the transfer of the client from Transitions Team to Service Team
- Assist with quarterly reporting and audits
- Perform investment change duties when required
- Assist provider partners with investment-related issues if they arise
- Maintain team inbox during assigned shift
- Respond to and resolve inquiries from external and internal contacts in a professional and constructive manner
- Meet deadlines and responsibilities for both team assignments and individual tasks
- And other duties as assigned
Benefits:
- 401(k) available with company match
- Most medical, dental, and vision health coverage policies available for employees are covered by the company
- Most medical, dental, and vision health coverage policies available for family and spouses are 50% covered by the company
- Generous paid time off policy
Qualifications And Desirable Experience:
- Strong analytical and problem-solving skills
- Excellent verbal and written communication and interpersonal skills
- Detail-oriented
- Able to work well in a team environment and independently
- Experience with Microsoft suite products (Word, Excel, Outlook)
- Experience with a CRM program preferred
- Bachelor’s degree (all majors encouraged to apply) or 2 years industry-related experience
Salary : $50,000
