Retirement Plan Analyst
OneDigital•Richmond, VA
•$55,000 - $60,000•Remote
About The Position
OneDigital 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.
Requirements
- Investment training or work experiences within the retirement plan industry
- High level of proficiency skills in Excel, Word and PowerPoint
- Strong ethical character and moral compass
- Team-oriented
- Well-organized and can work independently
- Strong interpersonal skills, organizational skills and ability to multitask
- Strong oral and written skills
Responsibilities
- Assist consulting and investment teams with general investment research and prepare client materials
- Assist in the investment monitoring and selection process
- Attend and participate in client committee meetings (as requested)
- Gather plan and participant level data
- Develop and draft proposals and responses to RFPs
- Conduct investment and plan research to draft materials for client presentations
- Assist in drafting of RFP analysis
- Coordination and preparation vendor and client meetings
- Perform data analysis and create necessary reports
- Plan design and fee benchmarking tools
Benefits
- health
- wellbeing
- retirement
- other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
