The Manufacturers' Association · 2 months ago
Retirement Benefits Specialist
The Manufacturers' Association is a growing financial services organization seeking a motivated Retirement Benefits and 401(K) Administrator. The role involves coordinating client meetings, preparing fiduciary reviews, performing investment due diligence, and maintaining the CRM system.
Non-profit Organization Management
Responsibilities
Coordinate and schedule client meetings
Prepare fiduciary reviews and conduct fee benchmarking
Perform investment due diligence and update plan assets/reports
Process enrollment applications and monitor service requests
Maintain and update our CRM system
Qualification
Required
3+ years of experience and a Bachelor's degree (required)
Strong organizational skills with sharp attention to detail
Excellent communication skills —both written and verbal
A proactive, problem-solving mindset
Preferred
Familiarity with Morningstar and RPAG programs (a plus!)
Benefits
401(K) with company match
3 weeks’ vacation
Career growth opportunities after your first year
A supportive team that values your initiative and dedication
Family atmosphere
Company
The Manufacturers' Association
The Manufacturers' Association is on a mission to ensure that our region’s manufacturing can compete at a global scale.
Funding
Current Stage
Early StageCompany data provided by crunchbase