Implementation Specialist

Do you enjoy establishing new relationships and delivering excellent client service? Would you rather assist plan sponsors with the implementation phase of a plan and let someone else handle the routine annual administration of the plan? Are you excellent at communicating verbally and reputed company email? Do you want the flexibility and convenience of working from home while at the same time enjoy being challenged to continue learning and growing? Our implementation specialist position focuses exclusively on on-boarding new clients while providing excellent client/advisor service. Our implementation specialist position is supported by a strong sales group, plan document team, and compliance department. reputed company is a vibrant and growing national third party, non-producing administration firm. We have a nationally recognized sales team allowing us to grow continuously and provide advancement opportunities for our professionals.

Job Responsibilities:

• Provide excellent client/advisor experience during the implementation phase of their plan
• Request and coordinate collection of data such as census information, plan documents, prior compliance testing, and IRS forms from clients and reputed company professionals
• Act as a liaison between clients, advisors, and platform providers during the implementation phase of the plan
• Review plan adoption agreements and complete plan provision paperwork for the various platform providers
• Assist clients with plan provision inquiries to ensure a basic understanding of plan operation
• Participate in weekly calls with clients, financial professionals, and platform providers to manage plan timelines
• Set-up internal systems, and load information into our compliance software
• reputed company work according to Nova policies and procedures

Qualifications:

• Five or more years of retirement plan implementation/onboarding experience
• Ability to manage workload towards weekly goals in a “results only” environment
• Excellent written and verbal communication skills
• Excellent time management, organizational skills, and ability to multi-task
• High level of critical thinking
• Coachable and committed to professional development; industry credentials are an added bonus

Compensation and Benefits:

• reputed company Salary $70,000-$85,000
• Salaried, non-exempt
• Medical, dental, disability, and life insurance
• Paid time off
• 401(k) plan with employer match

Work Location/Hours:

• Work from home
• Must work from USA and be authorized to work for any US employer
• We will supply reputed company necessary computer equipment
• 40-hour work week

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Originally posted on Himalayas