Retirement Plan Analyst

Summary

Benetrends Financial helps entrepreneurs and small businesses through retirement funding and administration solutions. The Retirement Plan Analyst will assist with administering retirement plans, reviewing data for accuracy and compliance, preparing reports, communicating with clients and advisors, and providing strong client service while managing multiple deadlines.

Responsibilities

• Assist with administering Retirement plans and other qualified retirement plans
• Communicate with clients, financial advisors, and internal teams
• Review plan data to ensure accuracy and compliance
• Prepare annual plan reports and documentation
• Help troubleshoot client questions and deliver excellent service
• Manage multiple tasks and deadlines with strong attention to detail
• Contribute to a team oriented, client focused environment

Skills

• A bachelor's degree, ASPPA credentials, or an equivalent combination of education and experience
• Great customer service skills — you're comfortable communicating with clients, following up, and helping resolve issues
• Strong organizational skills, attention to detail, and ability to manage several projects at once
• Proficiency in Microsoft Office 365
• Excellent written and verbal communication skills
• Ability to present information clearly and respond to questions from clients and coworkers
• Comfortable collaborating with a team and also working independently
• This is a Remote Position :Must live in one of the states- AZ, CA, CO, FL, GA, IA, MD, MI, MA,MN, NC, NY, NJ, OH, PA, SC, TX, UT,LA
• Some understanding of retirement plan administration and IRS rules is helpful but **not required if you're eager to learn.**
• Pension Pro experience is a plus but not required

Qualifications

Must Haves

• A bachelor's degree, ASPPA credentials, or an equivalent combination of education and experience
• Great customer service skills — you're comfortable communicating with clients, following up, and helping resolve issues
• Strong organizational skills, attention to detail, and ability to manage several projects at once
• Proficiency in Microsoft Office 365
• Excellent written and verbal communication skills
• Ability to present information clearly and respond to questions from clients and coworkers
• Comfortable collaborating with a team and also working independently
• This is a Remote Position :Must live in one of the states- AZ, CA, CO, FL, GA, IA, MD, MI, MA,MN, NC, NY, NJ, OH, PA, SC, TX, UT,LA

Nice to Haves

• Some understanding of retirement plan administration and IRS rules is helpful but **not required if you're eager to learn.**
• Pension Pro experience is a plus but not required

Benefits

• Training and support for ASPPA and other industry certifications
• Opportunities for long term growth within the company
• Medical, Dental, and Vision benefits
• 401(k) plan
• Paid time off and company holidays
• A friendly, team oriented work environment
• Supportive leadership and professional development