Retirement Financial Advisor Support Specialist

PAYLOCITY CORPORATION•Town of Pittsford, NY

just now•Onsite

About The Position

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY. location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview This role supports financial advisors who work with Paylocity clients on retirement plan strategy and administration. The Advisor Support Specialist serves as a liaison between advisors, recordkeepers, and internal teams, ensuring accurate and timely support across plan setup, investment details, and operational functions.

Requirements

Bachelor’s degree required
Minimum of 2 years of experience in retirement services.
Experience working with financial advisors preferred.
Understanding of retirement plan structures and investment vehicles. QKA designation preferred.
Experience in customer service or client-facing experience, supporting advisors, brokers, or plan sponsors.
Proficiency in Microsoft Office
Strong interpersonal verbal and written communication skills with strong emphasis on relationship management skills.
Strong attention to detail with strong analytical and problem-solving skills.
Ability to manage multiple inquiries concurrently, effectively prioritizing tasks, managing timelines, and ensuring deliverables are met.

Nice To Haves

Understanding of retirement plan structures and investment vehicles. QKA designation preferred.
Experience working with financial advisors preferred.

Responsibilities

Provide Tier 1 support to financial advisors supporting Paylocity clients regarding product features, plan configuration capabilities, investment availability, and operational procedures.
Build strong relationships with advisors by delivering consistent, reliable, and consultative support.
Coordinate with internal teams and vendor to resolve advisor inquiries, ensuring expectations are aligned and timely resolution.
Assist with documentation and reporting required by advisors.
Support advisor onboarding and training related to Paylocity’s retirement services and system capabilities.
Maintain accurate records of advisor interactions and service requests.
Collaborate with internal stakeholders to assist with troubleshooting operational issues to provide solutions to advisors.