retail financial services coordinator - Philadelphia - beBeeRetirement

    beBeeRetirement
    beBeeRetirement Philadelphia

    1 week ago

    Employment $60,000 - $100,000 (USD) per year *

    Job title: Financial Planning Specialist

    Description

    Job Title: Retail Financial Services Coordinator

    Job Description:

    This role is responsible for supporting all aspects of retirement plan operations, contributing to smooth plan administration, accurate data management, and exceptional client service.

    • Assist with preparing quarterly investment management documentation under the guidance of senior team members
    • Learngood fee analysis and benchmarking practices to contribute to optimized plan performance
    • Develop basic review meeting materials to support client communication, collaborating with senior colleaguesTrack key dates and events for clients and advisors, including fund changes notices 5500 filings compliance deadlines under supervisionAssist with amendments recordkeeper fund changes under supervisionReview invoices for accuracyLearn approval processUpdate agreements plans sponsors supervisonSupport new business processes by assisting dat entry ensuring submission monitoringProvide general support advisors directors resolving administrative issues directing complex inquiriesSenior staffCompile proposals clients considering options fees senior staffassistcommunication related fund or changes keeping informedSchedule follow meetings effective Ensure participant education sessions enrollment meetingsResearch develop materialsmarketing opportunitiesUpdate Salesforce data related design contacts marketing distribution oversightParticipate in research tasks RFP due diligence guidance assist planning schedulingFollow reminders Regarding fiduciary opportunitiesRegular attendance requiredUpcoming travel not exceed %Business regularly needing flexible work locationEducation trainingExperienceBachelor degree Business Economics Finance course relevant preferred years experience retirement operationstrade counterpartCandidates ideal graduates recent postgraduates industry job-focused professionals looking career advancement find rewarding opportunity leveraging skills talent showcasing expertise collaboration strong teamwork
    * This salary range is an estimation made by beBee
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