Retirement Plan Services Specialist

Renaissance Financial • St Louis, MO

12d

About The Position

About Renaissance Financial Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. The mission of this full-time position is to provide administrative assistance and support to Renaissance Financial advisors and their retirement plan clients.

Requirements

• High level of interpersonal skills to handle sensitive and confidential situations. This position requires demonstrated poise, tact and diplomacy.
• Ability to interact and communicate with individuals at all levels of the organization.
• Follow and give general oral and written directions, ability to organize and manage multiple priorities, ability to work independently, understanding and experience with personal computers, enter data quickly and accurately.
• Work requires attention to detail in things such as composing, typing and proofing materials, establishing priorities and meeting deadlines.
• Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• must have High School diploma
• Proficiency in the use of computer programs for: Microsoft Office Suite (including Word, PowerPoint, Excel, Outlook, OneNote)
• Databases
• Intranet
• Adobe Acrobat
• Proficiency in the use of office equipment: Computer
• Voice messaging systems
• Fax
• Photo copier
• Typing of at least 50 wpm

Nice To Haves

• College degree preferred
• Two or more years of experience in an office environment preferred
• Working knowledge of retirement plans preferred

Responsibilities

• Retirement Plan Committee Meeting Management
• Proactively communicate with advisors regarding scheduling client meetings and necessary items to be discussed
• Compile and distribute meeting review materials to all attendees
• Prepare and deliver meeting recaps and follow up items to clients
• Document, coordinate, and follow up on any decisions and action items from client due diligence meetings
• Manage action items through to completion
• Fee-Based Client Management
• Monitor and document fiduciary and non-fiduciary services to ensure compliance with client service agreements and fiduciary best practices
• Create and maintain each client’s due diligence file with appropriate records and documentation
• Track and benchmark financial advisory fees and update as necessary
• Perform quarterly investment monitoring using FI360
• Work with vendors and clients to complete plan level investment fund changes
• Update plan information in Salesforce and other department records as needed
• Perform other administrative duties as necessary

Benefits

• Employer provided 401k contribution (up to 10% based on team member eligible compensation annually). 
• Employer Paid Medical Insurance.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities. 

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED