Mercer Advisors
Financial Services
RetirementPlanSpecialist
“Retirement Plan Specialist at Mercer Advisors. Skills: Retirement plan support, Plan design, Fiduciary reviews, Provider collaboration, Client support. Support Wealth Advisors, plan sponsors, administrators, and participants. Support Wealth Advisors with plan design”
What You'll Achieve.
Ensure client satisfaction and retention
Industry & Context.
analytical skills; Technical and analytical training
Availability during standard business hours of Monday through Friday from 8AM to 5PM, At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones
What They're Looking For.
Must Have
Minimum 3 years of financial industry related experience, Experience with interacting with individuals at all income levels in a professional and confidential manner
Nice to Have
Notary designation a plus
What You'll Do.
Support Wealth Advisors
Support Wealth Advisors with plan design
Prepare meeting materials
Serve as a liaison to plan providers
Collaborate with plan providers
including recordkeepers
third-party administrators (TPAs)
to facilitate plan needs
Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery
Prepare Fiduciary Plan (Design) Review for meetings and delivery
Prepare Provider Review for meetings and delivery
Plan design and proposal preparation
Facilitate and navigate plan changes
including plan design
Onboarding new clients
Transitioning clients
Answer inquiries regarding the plan from plan administrators/sponsors and participants
Ensure client satisfaction and retention from plan administrators/sponsors
Communicate with recordkeepers
Third-Party Administrators (TPAs)
How You'll Work.
Team & Collaboration
Collaborate with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs; Collaborate with sales team to ensure a seamless onboarding process; Collaborate with advisors to ensure a seamless transition process
Communication Scope
Excellent verbal communication skills; Excellent written communication skills; Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely
Process & Methodology
manage multiple projects at once, see things through from concept to implementation
Applying for this Retirement Plan Specialist role?
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