20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
This firm offers best-in-class service that is renowned for exceeding client expectations.
Benefits and Features
Competitive Compensation
401(k) Profit Sharing Plan
Medical / Dental Insurance
Section 125 (cafeteria) Plan
The Role You Will Play
The Implementation Administrator will support the installation process for new sales as well as assume project management for assigned accounts.
This role will compile and review prior plan documents and present plan design to clients and financial advisors in addition to researching and responding to questions related to plan design/administration.
The Implementation Administrator will assist in all necessary installation paperwork and set up internal databases as needed.
This role is entrusted to collaborate with the internal team to support the development and improvement of new business procedures.
Community Highlights
The Implementation Administrator is based onsite in Stamford, Connecticut.
This area is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.
Background Profile
2+ years of retirement services experience
Exposure to sales processes
Strong communication, organization, and project management skills