Plan Consultant
  • Job Posting Expires: 6/27/2023
12M ago
$40,000 to $50,000
Full Time
No
Financial Services
None
2Year
Primary Duties

PLAN CONSULTANT

 

Join the Compliance Consultant Team today!

We are looking for someone who has a passion to provide excellent customer service to our clients.  If you are detail oriented, a hands-on learner, and looking to build knowledge in the retirement industry this position would be a great fit for you. We offer specialized job training that will help you be successful in this position.

Job Duties

In this position, you will complete the following tasks.

  • Assist members of our compliance team to help them serve their assigned group of clients
  • Develop knowledge and experience to allow you to serve as a relationship manager for an assigned group of clients
  • Learn general retirement plan guidelines to assist clients with questions.
  • Review and approve client forms
  • Assist in answering incoming calls & emails as needed.
  • Prepare plan documents, annual non-discrimination testing, 5500 forms, and employer contribution calculations.
  • Work closely with our Client Service and Recordkeeping teams

 

What We Offer You:

At Retirement Plan Consultants, an Integrity Company, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

  • Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
  • Competitive Compensation
  • Multiple health insurance plans to choose from 
  • Integrity-paid HSA contributions for eligible health plans
  • Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
  • Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
  • Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
  • Opportunity for growth

 

Our Company

Retirement Plan Consultants, a partner with Integrity Marketing Group, has been in Downtown Norfolk, Nebraska since 2008. Our office services over 1,800 plans and 17,500 participants for companies across the United States. We are focused on providing a customized plan to assist participants on their way to retirement and in doing so, have established an outstanding reputation for quality service.

We believe in the growth of our employees and provide opportunity for advancement by providing training and education needed to be successful. Retirement Plan Consultants offers big-city careers while encouraging community engagement and work/life balance. We are looking for individuals who fit our workplace culture and take pride in having a “service personality” with expert knowledge.


Required Knowledge, Skills, and Abilities

Education Requirements

Associates or bachelor’s degree preferred or relevant work experience.

*Relevant work experience should include computer skills and customer service experience.


Compensation Details

 Hours worked:

In this position you will work during our normal business hours 8AM – 5PM, Monday-Friday with a 1-hour lunch. January - March 15th overtime is required, during other times of the year overtime may vary depending on workload.


Benefits

What We Offer You:

At Retirement Plan Consultants, an Integrity Company, we include benefits that make work-life more fun with more peace of mind for you. These benefits include but are not limited to:

  • Generous PTO and holiday schedule, PLUS extra time off for community service and your birthday
  • Competitive Compensation
  • Multiple health insurance plans to choose from 
  • Integrity-paid HSA contributions for eligible health plans
  • Employer 100% match of first 3% of Retirement fund contribution per paycheck (after 1 month)
  • Employer 50% match of 4th and 5th% of Retirement fund contribution per paycheck (after 1 month)
  • Employee ownership program, which grants meaningful ownership in Integrity’s ongoing success
  • Opportunity for growth

How to Apply

Please apply today through our company site:

https://retirementplanconsultants.bamboohr.com/careers/74