Financial Integrators · 1 day ago
Retirement Plans Service Associate
Des Moines,IA,US
Full-time
Hybrid
New Grad, Entry Level
0+ years expFinancial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. They are seeking a Retirement Plans Service Associate to join their Qualified Retirement Plans team, focusing on managing complex plans and providing client service. The role involves preparing meeting agendas, processing retirement plan paperwork, and coordinating with various stakeholders to ensure compliance and effective service delivery.
AdviceConsultingFinancial ServicesProfessional ServicesRetirementWealth Management
Responsibilities
Preparing qualified retirement plan review meeting agendas
Preparation and processing of retirement plan paperwork, including group retirement plan forms, recordkeeper forms, TPA forms, and investment reports
Creation of retirement plan proposals
Coordination of investment reports with the qualified retirement plan investment committee
Direction and handling of participant inquiries
Assisting plan sponsors and recordkeepers with questions and processes
Coordinating with TPA regarding compliance functions
Following up on post-client meeting tasks ensuring completion of plan-specific task work
Facilitating discussions between advisors and retirement plan service providers
Qualification
Required
Bachelor's or other college degree, certification, or equivalent
0-2+ years in the financial industry
Good financial and analytical skills
Ability to gather and analyze client data
Ability to identify, meet, and follow through with team tasks and client needs
Strong verbal and written communication skills
Strong attention to detail with the ability to work efficiently & accurately
Self-starter, problem solver, goal oriented, and a team player
Excellent customer service, communication, and relationship building skills required
Standing or sitting for extended periods of time in an office environment
Working on a computer for extended periods of time
Lifting up to 15 pounds
Preferred
Experience with retirement plan administration preferred
Benefits
Comprehensive medical, dental, and vision options
Company-paid disability and life insurance
PTO
Paid holidays
Volunteer time off
Paid parental leave
401(k) plan
Robust Employee Assistance Program for professional support
Company
Financial Integrators
At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Greg McLaughlin
Financial Advisor
Company data provided by crunchbase