Retirement Plan Consultant Assistant

Summary

We are in search of a Consultant Assistant for a successful retirement plan provider whose staff is recognized locally and nationally for their expertise in retirement plan consulting. This essential role enters financial data, processes transactions, conducts client follow up communication, and interacts with retirement plan consultants, participants, and plan sponsors to ensure a high level of customer service and accuracy when processing requests. The work environment is within a beautiful business office with friendly, professional colleagues.

Description

Position:        Retirement Plan Consultant Assistant
Starting Pay: $22 to $24 per hour (commensurate with experience)
Status:           Full-time, hourly, non-exempt
Location:       Chico, CA (on-site, in-office)

Key Areas of Responsibility

Process loans and distributions
Interact with participants, plan sponsors, and Retirement Plan Consultants to ensure a high level of customer service while processing requests accurately and efficiently
Conduct client follow-up communication
Electronically filing client IRS From 5500 by tax deadline
Annual census data collection
Scan and save incoming documents
File internal documents as required and manage the appropriate archiving of historic paper documents through our external vendors
Print and assemble participant and client documents, as requested

To Be Successful You Will Need

Accounting experience
Experience responding to customer inquiries
Minimum of one year’s office experience
Strong verbal and written communication skills
College degree in relevant field of study: Finance, Accounting, Business
Positive and verifiable professional references
Ability to successfully undergo a background investigation

Generous Benefits Including

Employer-paid Medical, Dental, and Vision
Paid Vacation – starting with 2 weeks per year!
Paid Holidays – 9 days
Paid Sick Leave – 6 days
Paid Life Insurance
401(K) with 4% matching contribution

For Immediate Consideration

Please apply via this site and review your application ensuring all fields are accurately populated and interview applications are completed.

About Allevity Recruiting and Staffing

Formerly known as Anderson & Associates, Allevity Recruiting & Staffing is part of the Allevity Employer Solutions organization, serving businesses and job seekers throughout the North valley.
Our success comes from 50 years of industry experience and serving the best interests of our candidates. We understand that your privacy is important and hold all candidate information in the strictest confidence. Allevity will not present your resume or information to any company or individual without first contacting you to determine your level of interest and to gain your permission to do so.

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Retirement Plan Consultant Assistant

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