Retirement Services Specialist

First Western • Quinte West, ON

2d • $77,000 - $108,000 • Onsite

About The Position

The Retirement Services Specialist serves as a key relationship manager supporting a portfolio of employer-sponsored retirement plans. This role is responsible for coordinating plan operations, ensuring compliance with ERISA/IRS regulatory requirements, and delivering high-quality service to clients and their employees.

Requirements

• Bachelor’s degree in Business, Finance, or related field.
• 5–7 years of retirement services or institutional relationship management experience.
• Strong knowledge of ERISA, IRS regulations, and retirement plan operations.
• Experience managing client relationships and leading meetings.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and presentation abilities.
• Ability to work independently and collaboratively.

Responsibilities

• Manage 25-35 client relationships (AUM $1 - $75 million) within our Retirement Services team. This includes serving as the primary day-to-day employer contact, communicating with a variety of external partners, and assuming ownership for creating and maintaining successful working relationships.
• Overall coordination responsibility for the plan’s operation to ensure work performed is in compliance with governmental and/or plan document requirements, and meets quality standards.
• Lead client investment committee meetings
• Review materials for their client’s meetings and create meeting minutes.
• Create fee benchmarking and Request for Proposals for clients.
• Review the plan design annually
• Develop and lead group and 1:1 education meetings for their clients as well as SVP RM III’s clients.
• Manage and resolve difficult administration and servicing issues; errors, corrections, etc.
• Build and maintain knowledge on vendor products and features, processes and procedures and industry/regulatory changes.
• Manage fund changes for all Retirement Services clients.
• Update client assets in investment analytics databases, pull quarterly fund commentary and update industry trends materials.
• Assist in developing fee and service proposals for all prospects.

Benefits

• Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential.
• 401(k) plan with employer match.
• Paid parking and transportation benefits.
• Comprehensive health and wellness benefits, including: Health savings accounts (HSA), Flexible spending accounts (FSA), Medical, dental, and vision coverage
• Generous paid time off and bank holidays.
• Access to training and professional development programs.
• Sponsorship and support for obtaining professional certifications.
• A culture of collaboration, continuous improvement, and shared success.

What This Job Offers

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