Bachelor's degree or equivalent work experience.
Minimum of 1-3 years direct client experience required
Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.
Proficiency in Microsoft Office software applications, specifically Word and Excel required
Comprehensive knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
Ability to work extended hours to meet business needs as required.
Ability to travel as needed.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link.
Set aside 30-45 minutes for the self-guided assessment that includes games and questions.
You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled.
