1 Retirement Plans Associate Job in Fort Washington, PA
Lincoln Investment is Hiring a Retirement Plans Associate Near Fort Washington, PA
Basic Function: Assist Retirement Plan Specialists (RPS) in responding to advisors needs on all types of retirement plans. Provide assistance to RPSs on retirement rules relevant to advisors and Lincoln staff. Assist with administrative tasks, operational procedures, and retirement related forms with Operations and Compliance.
Responsibilities:
- Serve as support to the RPSs who provide consulting services to advisors and clients, provide in-house consulting, conduct training, technical research and analysis and complete special projects as assigned.
- Schedule meetings, maintain agendas and notes as well as other administrative support as needed.
- Perform administrative tasks, such as organizing calendars, travel assistance, expense organization.
- Assist with meeting prep: PowerPoint, Agendas, Notes.
- Manage ongoing reporting and maintaining data necessary for the operation of the Retirement Plans business.
- Managing Industry Organizations (e.g. FSI, NTSA) advisor memberships and coordinate with commissions for advisor renewals.
- Manage CE for CFP Board.
- Organize, monitor and track new client Leads.
- Review QDROs.
- Assist the RPSs in the support of ERISA plans including reviewing forms and maintaining a plan database.
- Assist advisors in understanding Lincoln’s requirements for working with ERISA plans and monitor compliance with the designation requirements.
- Assist in the implementation and design of procedures supporting Plan disclosures.
- Monitor ZenDesk tickets, lead generations, voicemail boxes.
- Participate in special projects as assigned.
- Act as a back-up to the RPSs in maintaining relationships with key contacts at state agencies, ARA, NTSA, and selected data aggregators and software providers.
Experience:
- 2 years of retirement administration and/or sales experience and/or operational experience
Skills:
- Excellent analytical and communication skills including the ability to write in a clear, concise, manner.
- Strong attention to detail and the ability to prioritize, manage tasks and meet deadlines
- Excellent client relationship skills
- Expertise with Microsoft applications including experience using pivot tables to manage data in Excel.
- Demonstrated knowledge of retirement plans
- Experience with a Broker-Dealer or Investment Advisory firm is preferred.
Education:
- Bachelor’s degree preferred.
Certification/Registration:
- Certified Pension Consultant, Qualified Plan Financial Consultant, Qualified Pension Administrator, Chartered Retirement Planning Counselor, Chartered Retirement Plan Specialist or other designation which will demonstrate knowledge of retirement plans, to be completed within 18 months.
Physical and Other Requirements:
- May sit at workstation for extended periods of time.
- May view computer screen for extended periods of time.
- Periods of fast pace are typical when meeting deadlines.
Lincoln Investment is proud to be an Equal Opportunity Employer. We celebrate a diverse workforce and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Job Summary
Full Time
Business Services
$64k-83k (estimate)
08/24/2023
05/20/2024
lincolninvestment.com
SAVANNAH, TN
500 - 1,000
1968
JERRY CHANCY
<$5M
Business Services
Related Companies
About Lincoln Investment
As a full-service broker-dealer and registered investment adviser, Lincoln Investment knows that there are many destinations along your lifes journey that require financial security. We are committed to helping individuals and families achieve long-term financial well-being through the expert guidance of independent financial professionals and an extensive array of carefully selected investment choices. Visitors to this page must avoid posting reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and securities laws and may not reflect th...e experience of all clients of the financial advisor. Advisory Services and Securities offered through Lincoln Investment. Registered Investment Adviser, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any information you receive from the use of these third-party site and you assume total responsibility for your use of the sites you are visiting. http://www.facebook.com/LincolnInvestment https://twitter.com/LincolnInvest www.lincolninvestment.com http://www.jobs.net/jobs/lincolninvestment
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