Retirement Plan Consultant

Our client is looking for a meticulous and customer-oriented Retirement Plan Consultant to contribute to their expanding retirement plan practice in Farmington Hills, MI. This position is perfect for an efficient professional who thrives in a team setting, handles administrative tasks competently, and provides exceptional service to clients and participants.

Job Duties:

• Assisting with various administrative tasks, including data entry in CRM, monitoring service delivery for existing clients, scheduling meetings, and updating client information.
• Preparing reports and documents for client meetings.
• Responding to inquiries from participants and plan sponsors.
• Serving as a point of contact for retirement plan partners like M Financial and TPAs.
• Participating in participant education programs.
• Identifying potential leads for retirement plans and other products and passing them to the appropriate advisor.
• Supporting special projects as needed.

Skills:

• Understanding of ERISA, IRS, & DOL regulations.
• Strong customer service abilities with a focus on building client relationships.
• Excellent work ethic and problem-solving skills.
• Ability to thrive in a fast-paced environment.
• Adaptable and growth-oriented mindset.
• Proficient in technology and quick to learn new systems.
• Highly organized and detail-oriented with a commitment to accuracy.

Required Credentials & Experience:

• Minimum of 3 years working with Retirement Plans, particularly 401(k) plans.
• Prior experience collaborating with Record-keepers, TPAs, and financial advisors.
• Proficiency in basic software such as Microsoft Office and Adobe.
• Ability to work independently in a remote setting while meeting performance goals.

Preferred Credentials & Experience:

• Experience with 3(21) and 3(38) fiduciary service and quarterly deliverables.
• Securities License (series 6 & 63).
• Basic knowledge of investment principles.

Our client values a supportive and collaborative workplace environment that encourages personal growth and development. They are dedicated to providing client-focused financial guidance and believe this begins with empowering their team members.

Employee Benefits:

• Collaborative and respectful team culture.
• Professional development opportunities.
• Commitment to outstanding client service.
• Leadership that prioritizes integrity, relationships, and long-term success.

Work Environment:

This role offers the chance to be part of a dynamic and service-oriented team where adaptability, proactivity, and attention to detail are essential for success. Our client fosters a positive workplace culture that supports both individual accomplishments and teamwork.