What are the responsibilities and job description for the Retirement Specialist position at Talent Trellis?
Job Description
Job Description
Job Title : Remote Retirement Specialist
Job Description : We are looking for a detail-oriented and proactive Work From Home Retirement Plan Specialist to join our team. In this role, you will manage retirement plan administration, ensure compliance with legal requirements, and provide guidance to clients about their retirement plan options. You'll have the flexibility to work remotely from anywhere in the U.S. and be part of a collaborative team dedicated to delivering exceptional service.
Key Responsibilities :
- Serve as the primary point of contact for clients regarding retirement plan inquiries, addressing their needs and concerns.
- Assist clients in selecting, enrolling, and managing their retirement plans, ensuring they understand all options available.
- Coordinate with internal teams to ensure retirement plan requirements are met.
- Manage client onboarding, providing training and support regarding retirement plan features and compliance requirements.
- Monitor retirement plan accounts and performance metrics, identifying opportunities for optimization and improvement.
- Facilitate regular communication with clients via meetings, calls, and emails to ensure they remain informed about their retirement plans.
- Gather client feedback and work with teams to implement relevant improvements.
- Prepare and present reports on retirement plan activities and outcomes.
Required Qualifications :
Preferred Qualifications :
Compensation & Benefits :
Additional Information :
Salary : $50,000 - $70,000
