Retirement Plan Specialist

Job summary
Retirement Plan SpecialistLocation: Minneapolis, MNAdministrative resource for the Retirement Plan Services team
Job seniority: entry level
Responsibilities
• Assists with various reporting needs and research• Prepares documents for opening new accounts• Assists with presentation materials for client and prospect meetings• Completes administrative reviews for all Retirement Plan Services accounts• Assists sales team with prospecting research and plan benchmarking• Supports miscellaneous projects as needed
Requirements
• Bachelor's degree and 1 year of related experience• Retirement plan knowledge preferred but not required• Strong communication skills• Ability to work independently and collaboratively• Ability to prioritize and communicate clearly• Excellent time management skills• Experience with Microsoft Office applications
Benefits
• 401(k), pension plan, healthcare, and vacation benefits• Everyday benefits that get you excited for each day