About us
We are professional, agile and innovative.
Our work environment includes:
```Duties:- Provide retirement plan fiduciary services to business clients, including plan committee reporting preparation, and participant support services .- Maintain client relationships through regular communication and meetings.- Analyze plan design alternatives and develop custom strategies to help business clients achieve their financial goals.- Monitor and manage clients' core 401(k) menu, making adjustments as needed.- Stay up-to-date on industry trends, regulations, and best practices in retirement plan consulting.- Collaborate with other professionals, such as attorneys and accountants, to provide holistic plan services in plan design and plan audit support.
Requirements:- Bachelor's degree in finance, economics, or a related field.- Certified Plan Fiduciary Advisor (CPFA) designation preferred.- Proven experience in financial services.- Proficiency in customer relationship management (CRM) software.- retirement plan industry experience whether record keeping, TPA or wholesale financial intermediary- Excellent communication and interpersonal skills.- Ability to work independently and manage multiple client relationships simultaneously.```
Job Type: Full-time
Pay: $66,000.00 - $1,200,000.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Ability to Relocate:
Work Location: Hybrid remote in Durham, NC 27703
We are looking for a high-quality Family Medicine Physician to join our practice in Toms River, NJ. We believe that a physician's job is to make medical decisions and talk to patients. No after-hours phone calls. No hospital rounding. We have a full support team to work...
...customer concerns via messages, or live chat. - Carry out various data entry tasks with accuracy. - Take part in sales calls based on... ...service agents warehouse workers factory employees drivers medical assistants nurses call center representatives and more, all helping...
...ourselves on delivering outstanding service and expert support to our clients. In this role, you will enjoy the flexibility of working from home while pursuing a meaningful and rewarding career. Company Overview: AO South has been dedicated to serving its members...
...including preparing journal entries. Analyze, prepare and interpret quarterly and annual FERC/regulatory reports and monthly financial & operating statements. Implement and manage internal controls to maintain Sarbanes-Oxley compliance. Select, coach, develop...
...Responsible for transacting business efficiently and accurately on member accounts. Participates in the promotion of the Credit Union products and services to existing and potential members. What qualifications do I need to have for this role? Requirements:...