Are you interested in joining a successful, expanding wealth management team in a key role leading the administration of the retirement services area while developing new client relationships? The successful candidate will be a self-starter, possess a strong work ethic, and be excited about the opportunity to influence and grow the Frandsen Wealth Management & Trust Division. Duties & Responsibilities
- Administration of employee benefit plans and individual retirement accounts (IRAs).
- Provide regular participant education
- Inform and advise plan sponsors on regulatory changes within the employee benefit industry
- Ensure employee benefit plans meet necessary regulatory and compliance requirements.
- Support IRA administration for individuals and be a subject matter expert within the Wealth Management & Trust team
- Collaborate with peers to improve and drive efficiency of employee benefit plan administration
- Develop new client relationships to grow the employee benefit plan business
Qualifications & SkillsEssential
- 5+ years of experience in employee benefit administration industry
- Advanced knowledge of ERISA and other regulatory requirements
- Experience conducting and developing participant education presentations
- Strong organizational and time management skills
- Ability to work independently
- Proficiency in Microsoft Office suite
Desirable
- Ability to develop new relationships and grow a book of business
- Experience in areas of financial planning and investment management
- Professional designations such as CRPP, CFP, or CTFA
- Strong written and verbal communication and interpersonal skills
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)