Greco & O'Neal Wealth Strategies · 4 hours ago
Qualified plan administrator
Coral Springs, FL
Full-time
Onsite
Mid LevelGreco & O’Neal Wealth Strategies is a comprehensive financial planning firm specializing in life insurance and retirement strategies. They are seeking a Qualified Plan Administrator to manage and administer qualified retirement plans, ensure regulatory compliance, and provide exceptional support to clients and partners.
Financial Services
Hiring Manager
Michael F. Greco, CLU
Responsibilities
Managing and administering qualified retirement plans
Ensuring regulatory compliance
Maintaining accurate plan records
Preparing annual reports
Coordinating plan audits
Assisting in the development of retirement plan strategies
Providing exceptional support to clients and partners
Qualification
Required
Strong understanding of retirement plan administration, regulatory compliance, and plan documents
Proficiency in financial planning concepts, income tax optimization, estate tax strategy, and investment strategies
Exceptional organizational skills, attention to detail, and ability to manage multiple tasks simultaneously
Excellent written and verbal communication skills, with the ability to effectively communicate with clients and team members
Proficiency in using financial planning tools, software, and standard office applications
Preferred
Certified Pension Consultant (CPC) or other similar certifications are a plus
Experience in personalized estate and retirement planning, including 401k management and IRA strategies, is highly desirable
Bachelor's degree in Business, Finance, Accounting, or a related field preferred
Company
Greco & O'Neal Wealth Strategies
Greco & O’Neal Wealth Strategies is a multifaceted financial planning firm with offices in South Florida and New York.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase