What are the responsibilities and job description for the Qualified Retirement Plan Associate position at Univest Financial Corporation?
Overview:
Participant Education: Facilitate (or coordinate through/with record keeping partners or other services) all participant education, including initial plan transitions and ongoing enrollment and education
Track and report monthly sales figures for management including reporting for incoming assets, new revenue and lost business as well as the accounting and management of revenue and assets under management.
Contribute in all aspects of servicing Retirement clients as needed.
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
Perform other duties as assigned.
Qualifications:
Retirement plan experience helpful as well as a comprehension of basic investment vehicles and general market terms.
FINRA Securities Licensing and PA Insurance Licensing required or ability to obtain within 90 days.
Proven effective communication skills.
Proven sales/relationship management ability.
Knowledge of MS Office Suite; data management helpful.
Ability to have flexibility in assignments, work with attention to details, and meet deadlines.
#Girard
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.
At Girard, a Univest Wealth Division, we believe meaningful work starts with meaningful relationships. As a Qualified Retirement Plan Associate, you’ll play an important role in supporting retirement plan clients, helping deliver thoughtful service, trusted guidance, and a high-quality experience for plan sponsors and participants alike. If you’re someone who values collaboration, brings a client-focused mindset, and wants to grow your career in a team that’s committed to making a lasting impact, we’d love to connect with you.
Responsibilities:
Servicing: Manage the relationship calendar for retirement plan accounts, meeting with plan sponsors, reviewing plan review reports, investments, and consulting with sponsors regarding plan design and plan administration issues
Participant Education: Facilitate (or coordinate through/with record keeping partners or other services) all participant education, including initial plan transitions and ongoing enrollment and education
Track and report monthly sales figures for management including reporting for incoming assets, new revenue and lost business as well as the accounting and management of revenue and assets under management.
Contribute in all aspects of servicing Retirement clients as needed.
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
Perform other duties as assigned.
Bachelor’s degree in related field or five years business experience preferred.
Retirement plan experience helpful as well as a comprehension of basic investment vehicles and general market terms.
FINRA Securities Licensing and PA Insurance Licensing required or ability to obtain within 90 days.
Proven effective communication skills.
Proven sales/relationship management ability.
Knowledge of MS Office Suite; data management helpful.
Ability to have flexibility in assignments, work with attention to details, and meet deadlines.
Wage Range:
The salary for this position ranges from $65,000 to $75,000
Benefits Overview:
Univest offers a comprehensive benefits package that includes:
- Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
- Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
- Paid Time Off (PTO): 15 days annually (prorated your first year)
- Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
- Holiday Time Off: 11 paid holidays
- We offer company paid life insurance: as well as other supplemental insurances
- Tuition reimbursement
- Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
- Discounts: on loan products
- Professional development trainings
Click here for Benefit Information
#Girard
#LI-Hybrid
#INDUNI
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.
Salary : $65,000 - $75,000