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Korhorn Financial Group, Inc. · 2 months ago

Retirement Plan Administrator

Edwardsburg, MI, US

Full-time

Onsite

Entry, Mid Level

2+ years exp

Korhorn Financial Group, Inc. is a financial services firm dedicated to providing exceptional service to its clients. They are seeking a Retirement Plan Administrator to manage retirement plans, coordinate with plan sponsors and participants, and ensure compliance with regulatory requirements.

AccountingFinancial ServicesInsuranceWealth Management

Senior Management

Responsibilities

Retirement plans maintained in a manner that meets all applicable regulatory requirements

Coordinate, educate, and serve retirement plan sponsors and retirement plan participants of Korhorn Financial Group, Inc

Schedule Meetings

Manage Service Calendar

Maintain Processes

Oversee New Plan Onboarding

Provide Client Service

Initiate and manage the Follow Up Process after client meetings and/or by client request

Provide service to existing retirement plan sponsors and their participants

Assist Implementation and retirement plan sales with new plan onboarding

Quarterly billing, including billing audit, for retirement plans

Stay current on Department of Labor, ERISA, and FINRA rules and regulations

Assist in Employee Education Sessions

Develop and update processes and procedures for the Retirement Plans Department

Perform other duties as required

Qualification

Retirement Plans experienceAIF® certificationCRPS certificationMicrosoft OfficeCRM SoftwareAnalytical abilitiesClient interactionCommunication skillsTeam playerOrganizational skillsGoal oriented

Required

Strong written and verbal communication skills

Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, fi360, eMoney and Morningstar)

Above average math skills and analytical abilities

Must have a desire to pursue professional development, licenses, and designations

Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload

Must be a team player and able to collaborate with team members and financial professionals from other firms

Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face

History of prudent management in personal finances

Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry

Two to three years of financial industry experience

Two to three years Retirement Plans industry experience