What are the responsibilities and job description for the Retirement Plans Associate position at Sage Rutty and Co Inc?
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You don't become the oldest, locally-owned financial services firm in the Rochester area by accident. At Sage Rutty, we know that our success is directly tied to our people. Since 1915, we've set ourselves apart by working hard to recruit and retain top professionals in our industry who share our firm's traditional values and unwavering ethical standards. We work hard to earn our reputation as a great place to work. Our environment provides a variety of challenging opportunities to collaborate with a motivated, experienced teams of financial professionals who work together to exceed our client's expectations on a daily basis. We offer a highly-competitive compensation and benefits package with a strong focus on professional growth and development.
Sage Rutty has ranked as one of the Best Companies to Work for in America® by Fortune Magazine & was named #1 Small Workplace in Rochester by the Democrat & Chronicle & Workplace Dynamics in 2014.
Sage Rutty is seeking a Retirement Plans Associate to work with an internal team dedicated to developing, implementing, and maintaining retirement plan programs for corporate clients.
Sage Rutty is seeking a Retirement Plans Associate to work with an internal team dedicated to developing, implementing, and maintaining retirement plan programs for corporate clients.
- Assist current clients and participants with questions and issue resolution
- Prepare for quarterly and annual fiduciary review meetings
- Perform quarterly fund analysis using provided research tools
- Participate in individual and group 401k enrollment meetings as needed
- Review and modify, as needed, investment plan summary documents
- Manage 401(k) plan onboarding
- Coordinate platform and recordkeeping changes
- Remain knowledgeable of the industry and recent updates/legislation/changes
- Support prospective client acquisition and marketing efforts
- Prepare client communications and campaigns
- Miscellaneous special projects as necessary
Desired Skills and Experience:
- Candidate must be mature, experienced and possess excellent written and verbal communication skills, time management skills, organizational and prioritization skills.
- 1 year prior corporate and/or financial services related experience
- Bachelor’s Degree preferred
- FINRA Series 7 and 66 or ability to attain within 6 months
- Candidate must have excellent communication, presentation, and organizational skills
- Proficiency of Microsoft Word, and Excel
