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Mercer Advisors · 2 hours ago

Retirement Plan Specialist

United States

Full-time

Remote

Mid Level

3+ years exp

Mercer Advisors is a leading financial services firm that helps families amplify and simplify their financial lives. The Retirement Plan Specialist supports Wealth Advisors and plan sponsors by providing assistance with plan design, preparing meeting materials, and serving as a liaison to plan providers.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery

Prepare Fiduciary Plan (Design) Review for meetings and delivery

Prepare Provider Review for meetings and delivery

Plan design and proposal preparation

Facilitate and navigate plan changes, including plan design, fund changes, etc

Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process

Transitioning clients – collaborate with advisors to ensure a seamless transition process

Answer inquiries regarding the plan from plan administrators/sponsors and participants

Ensure strong client satisfaction and retention from plan administrators/sponsors

Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians

Qualification

Financial industry experiencePlan design expertiseClient onboardingProficiency with RPAGProficiency with SalesforceProficiency with MS OfficeVerbal skillsAnalytical skillsWritten skillsOrganizational skillsSelf-motivatedTeam collaborationAttention to detailTrustworthyConfidentiality

Required

Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Minimum 3 years of financial industry related experience

Experience with interacting with individuals at all income levels in a professional and confidential manner

Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

Excellent verbal, written, analytical, and organization skills

Technical and analytical training and ability to multi-task and manage multiple projects at once

Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely

Results-oriented individual with proven ability to thrive in a fast-paced environment

High attention to detail and the ability to see things through from concept to implementation

Proficiency with RPAG, Salesforce and MS Office Suite

Flexible, Reliable, Trustworthy, and Confidential with all matters

Preferred

Notary designation a plus

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care.

14 Company Paid Holidays with a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

Pet Insurance