Key Responsibilities
- Manage a book of business as defined in yearly goals.
- Assign tasks in Work flow and manage due dates.
- Respond to client communications within 1 business day.
- Build strong client relationships & ensure needs are met.
- Prepare and send client communications regarding relevant events or issues.
Experience & Skills Needed
- Minimum 5+ years in defined benefits or defined contributions
- Strong understanding of plan administration, compliance testing, and pension law.
- Experience with defined benefits & defined contributions.
- Independent decision-making on client issues.
- Excellent verbal & written communication.
- Proficient in Windows, Word, Excel.
- Team player with a desire to grow.
