Wealth Analyst - Retirement Plan Services

RKL LLP • Lancaster, PA

7d • $55,000 - $65,000 • Hybrid

About The Position

The Wealth Analyst role is a two-year development program focused on partnering with the wealth advisory team to provide a range of retirement and benefit services, including 401k, 457, 403B, Cash Balance, and Investment Management. This client-facing position supports the Retirement Plan Advisor by working directly with employers and plan participants, conducting client meetings, and presenting retirement-plan solutions alongside the Wealth Advisory team.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Management and/or related field.
• Actively pursuing license or registration: FINRA Series 65; or CFA; or CFP.
• 1+ year experience working in investment, data, or business analysis.
• Excellent knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to apply concepts such as probability, statistics, modeling, percentages, ratios and proportions to practical solutions.
• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions.
• Analytical and data-driven individual with strong problem-solving skills.
• Solid project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive and stressful environment.
• Ability to use sound judgement and discretion regarding confidential information.
• Drive to complete performance targets and track record of meeting/exceeding expectations.
• Ability to shift focus and adapt to change.

Nice To Haves

• Experience using data management/analysis tools such as SQL or Excel preferred.
• Previous experience with various investment tools a plus (e.g. Bloomberg, Tamarac, etc).

Responsibilities

• Conduct client meetings and present retirement solutions available alongside the wealth advisory team, including quarterly investment reviews.
• Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments.
• Support periodic plan review meetings with plan trustees, provide education and counseling to retirement plan participants, and work with the wealth advisory team to help grow the retirement plan practice.
• Produce various client and internal reports and troubleshoot challenges for plan sponsors.
• Support communication across the RKL team on updates in the retirement plan arena and support the development of communication and education strategy for assigned plans.
• Interact with management, team members, and other departments to supply reporting and data for superior client services.
• Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives.
• Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making.
• Identify, automate, and communicate basic process improvements that increase efficiency and quality of service.
• Carry out duties in compliance with all state and federal regulations and guidelines.
• Develop short and long term goals with the ability to execute effectively.
• Actively listen to team members to understand their needs; respond to requests in a timely manner; provide appropriate resolution of conflicts.
• Maintain confidentiality with external client information as well as internal employee and firm information.
• Take initiative to be a team player (seeks out opportunities to help others).
• Treat everyone with respect.
• Develop loyalty and trust with the team.
• Successfully adapt to different personalities and working styles.
• Proactively and effectively communicate information regarding status issues to team members.
• Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions.

Benefits

• Must be able to remain in a stationary position as needed.
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed.
• Ability to lift/carry up to 20 pounds.
• Ability to work outside of normal business hours and weekends as needed.
• Ability to travel to local and non-local clients as needed, overnight travel may be required.
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

What This Job Offers

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