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2 Retirement Plan Specialist Jobs in Sunnyvale, CA

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SaveDay
Sunnyvale, CA | Full Time
$77k-110k (estimate)
2 Months Ago
SaveDay
Sunnyvale, CA | Full Time
$77k-110k (estimate)
2 Months Ago
Retirement Plan Specialist
SaveDay Sunnyvale, CA
$77k-110k (estimate)
Full Time 2 Months Ago
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SaveDay is Hiring a Retirement Plan Specialist Near Sunnyvale, CA

Company DescriptionSaveDay was founded with the vision to help people save and invest money towards their goals. We provide an easy and affordable way for individuals and businesses to set up savings and retirement plans. We offer several flexible options for workplace savings and retirement plansJob DescriptionThe Retirement Plan Specialist will be responsible for administrative and customer service functions supporting the 401k plan participants and clients. This is a great opportunity for a right candidate who wants to be in the financial services industry. This individual must be adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company. Responsibilities:Respond to Plan Sponsors in a professional and timely manner concerning issues or questionsRespond to participants questions and inquiries via email and phonePerform research as needed to respond to retirement plan questionsPrepare materials and PowerPoint presentations for client meetingsQualificationsSelf-starter1 years of experience working with 401k retirement plans preferredSolid skills with Excel and PowerPointStrong customer service mindset and skillsMust be able to work well with numbers, analyzing qualities are necessary for determining the best course of action when addressing problems. Good accounting skills to compile multiple reports and balance to various sourcesOrganizational skills that involve the timely completion of multiple tasks that are required to ensure accurate and compliant processing of benefit programsIf you are looking to join a great team, and have the desired skills and experience, please apply nowAdditional InformationAll your information will be kept confidential according to EEO guidelines.

Job Summary

JOB TYPE

Full Time

SALARY

$77k-110k (estimate)

POST DATE

03/15/2024

EXPIRATION DATE

05/14/2024

SaveDay
Full Time
$77k-110k (estimate)
2 Months Ago
SaveDay
Full Time
$114k-144k (estimate)
2 Months Ago
SaveDay
Remote | Full Time
$70k-101k (estimate)
2 Months Ago

The job skills required for Retirement Plan Specialist include Retirement Plans, Presentation, Customer Service, Accounting, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Retirement Plan Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Retirement Plan Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Retirement Plan Specialist positions, which can be used as a reference in future career path planning. As a Retirement Plan Specialist, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retirement Plan Specialist. You can explore the career advancement for a Retirement Plan Specialist below and select your interested title to get hiring information.