Retirement Plan Support Associate

RPG Consultants • Holtsville, NY

10d • $60,000 • Remote

About The Position

RPG Consultants is a family-owned and operated full-service retirement planning, record-keeping, administration, and consulting firm headquartered in Long Island, NY, with a fully remote team. We are actively seeking a talented and motivated individual to join us in an entry-level position that offers the opportunity to learn the various functions of our organization with growth potential. The ideal candidate loves forward-facing client support, is well-spoken, dedicated, eager to learn, and appreciates a teamwork environment in a culture that encourages professional development and a commitment to employee and client satisfaction.

Requirements

• An undergraduate degree from a 4-year college required. Candidates with a degree in Accounting/Finance, Business Administration, Economics, Math or similar fields are useful in this role.
• Customer support experience through phone and e-mail is required.
• Exceptional written, oral and interpersonal skills, and the ability to effectively interface with clients.
• Proficient in the Microsoft Office suite.
• Meticulous attention to detail is vital for this position.
• Desire to function as part of a team with the ability to self-motivate to meet client demands.
• Ability to handle multiple assignments simultaneously and meet deadlines in a fast-paced environment.

Nice To Haves

• Candidates who have experience with FIS Relius, PensionPro Workflow, M-Files, and Microsoft Teams are encouraged to apply.
• Bilingual skills are preferred but not required.

Responsibilities

• Service existing and new clients in retirement plan administration, including a full range of administrative and operational support services to various clients and plan participants.
• Effectively explain plan designs, policies, and procedures; and address questions to ensure our clients fully understand their individualized plans via phone and email.
• Process and track retirement plan distribution requests for defined contribution plans.
• Research and resolve distribution and technical issues.
• Process and track retirement plan contributions and deposits for defined contribution plans.
• Troubleshoot problems encountered in day-to-day operations.
• Maintain the participant/sponsor/advisor web portals and corresponding login credentials.
• Provide reports and data files to clients and internal teams when necessary.
• Complete special projects and reports, as assigned, accurately and timely.

Benefits

• Starting salary range begins in the $60,000s, depending on skills and experience.
• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level