Retirement Plan Administrator

Korhorn Financial Group Inc

Retirement Plan Administrator

Department: Wealth Management

Reports To: Retirement Plan Department Leader

Position Mission Statement

To demonstrate a servant's heart to KFG's clients and the firm by providing timely, considerate, and professional service. To build trust with retirement plan clients and team members, and add referable value in KFG's relationship with its retirement plan clients.

Responsibilities and Tasks

Retirement plans maintained in a manner that meets all applicable regulatory requirements
Coordinate, educate, and serve retirement plan sponsors and retirement plan participants of Korhorn Financial Group, Inc.
Schedule Meetings
Manage Service Calendar
Maintain Processes
Oversee New Plan Onboarding
Provide Client Service
Initiate and manage the Follow Up Process after client meetings and/or by client request
Provide service to existing retirement plan sponsors and their participants
Assist Implementation and retirement plan sales with new plan onboarding
Quarterly billing, including billing audit, for retirement plans
Stay current on Department of Labor, ERISA, and FINRA rules and regulations
Assist in Employee Education Sessions
Develop and update processes and procedures for the Retirement Plans Department
Perform other duties as required.

Required Skills and Abilities

Strong written and verbal communication skills
Significant computer and software training or experience (i.e. Microsoft Office, CRM Software, fi360, eMoney and Morningstar)
Above average math skills and analytical abilities
Must have a desire to pursue professional development, licenses, and designations
1. AIF®
2. CRPS
Must be well organized with time, resources, physical office space, and client documents/information, detail oriented, and be able to manage a large workload
Must be a team player and able to collaborate with team members and financial professionals from other firms
Comfortable interacting with clients via telephone, email, video conferencing, or face-to-face
History of prudent management in personal finances
Must be coachable, goal oriented, grasp concepts quickly, able to work in a fast-paced environment, embrace change, and have a strong desire to learn and grow in the financial services industry

Education and Experience

Bachelor's degree from an accredited college or university preferred
Two to three years of financial industry experience preferred
Two to three years Retirement Plans industry experience
Series 65 Highly Preferred

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Vacancy posted 4 days ago

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