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Stamford

    Implementation Admin - Stamford, United States - Kalos Consulting, Inc.

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    Description

    Job Description

    Job Description

    Company Highlights

    • 20+ years strong, this firm is a full-service, independent retirement consulting firm specializing in creative design and implementation of client-focused retirement benefits programs.
    • Unique to the industry, this team is comprised of fully credentialed, forward-thinking retirement specialists, actuaries, and ERISA attorneys that bring fresh perspectives and insights to the full process.
    • This firm offers best-in-class service that is renowned for exceeding client expectations.

    Benefits and Features

    • Competitive Compensation
    • 401(k) Profit Sharing Plan
    • Medical / Dental Insurance
    • Section 125 (cafeteria) Plan

    The Role You Will Play

    • The Implementation Administrator will support the installation process for new sales as well as assume project management for assigned accounts.
    • This role will compile and review prior plan documents and present plan design to clients and financial advisors in addition to researching and responding to questions related to plan design/administration.
    • The Implementation Administrator will assist in all necessary installation paperwork and set up internal databases as needed.
    • This role is entrusted to collaborate with the internal team to support the development and improvement of new business procedures.

    Community Highlights

    • The Implementation Administrator is based onsite in Stamford, Connecticut.
    • This area is rich in culture, arts, dining, and entertainment plus offers a multitude of educational options.
    • Connecticut is a nature-lovers sanctuary with plenty to explore in picturesque parks and rivers.

    Background Profile

    • 2+ years of retirement services experience
    • Exposure to sales processes
    • Strong communication, organization, and project management skills
    • Expertise in Excel & Word; Access a plus
    • Bachelor's Degree


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