Retirement PLAN Specialist

Financial ServicesWhen you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.Newest OpportunityOneDigital is looking for a knowledgeable and experienced individual within the employee benefits and/or retirement plan industry to join its award-winning, and dedicated team. This role provides tailored services to its clients and specializes in both the corporate and not-for-profit sectors.Essential Duties and ResponsibilitiesAssist consulting and investment teams with general investment research and prepare client materialsAssist in the investment monitoring and selection processAttend and participate in client committee meetings (as requested)Gather plan and participant level dataDevelop and draft proposals and responses to RFPsConduct investment and plan research to draft materials for client presentationsAssist in drafting of RFP analysisCoordination and preparation vendor and client meetingsPerform data analysis and create necessary reportsPlan design and fee benchmarking toolsQualifications, Skills and RequirementsInvestment training or work experiences within the retirement plan industryHigh level of proficiency skills in Excel, Word and PowerPointStrong ethical character and moral compassTeam-orientedWell-organized and can work independentlyStrong interpersonal skills, organizational skills and ability to multitaskStrong oral and written skillsEducation, Training and ExperienceB.S./B.A. in Finance, Math, or EconomicsThe typical base pay range for this role nationwide is $55,000 to $60,000 per year.Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:City and County of San FrancsicoCity of Los AngelesCounty of Los AngelesEmployment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.In short, we believe in hiring the most qualified applicant for the position, regardless of background.If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.Thank you for your interest in joining the OneDigital team!