Retirement Plan Specialist - Cable Hill Partners
Portland, OR 97205
About the Job
About Cable Hill Partners:
Providing exceptional service to our clients starts with investing in exceptional people!
We are an independent wealth management firm committed to elevating financial clarity for our clients. A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other. A successful team takes care of each other. This translates to a highly competitive Total Rewards package, including a generous benefits package and a paid time off policy that reflects our commitment to a healthy work-life balance.
Summary
Are you the kind of person who thinks about 401(k)s while sipping your morning coffee? Are you a financial whiz who loves helping people plan for their dream retirement, crunching numbers, and simplifying the complexities of retirement savings? If so, we have the perfect role for you!
As our Retirement Plan Specialist, you"ll have a direct impact on helping the client see that 401(k) planning can be an exciting part of planning their future. You will manage, support and coordinate retirement plan client relationships under the direction of the Lead Advisor. You will interact with multiple internal and external contacts, including participants. This is a non-exempt, full-time position, reporting to the Senior Retirement Plan Lead Advisor.
What you will do:
- Manage and support client relationships to ensure a gold standard client experience. Engage in regular in-person, telephone and email client interaction.
- Prepare and process documentation related to client maintenance including account applications, transfer documents and other forms as required. Log all activities in the firm's CRM in a timely and accurate manner.
- Prepare and process documentation related to client onboarding. This includes initial applications, in-person and over the phone collaboration with client and service providers, and acting as a transition partner.
- Complete miscellaneous administrative tasks that support the client relationship as assigned and log all activities in the firm's CRM in a timely and accurate manner.
- Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
- Collaborate closely with Retirement Plan Lead Advisors at all stages of the client review meeting process, including preparation of materials and attendance at the meetings. Ensure accurate and detailed notes are entered into the CRM following the meeting. Follow up on action items.
- Perform calendaring functions with both internal teams and external clients, prospects and COIs.
- Provide administrative support for the firm's retirement plans, including assisting plan administrators and participants with questions regarding their plans. Assists with 401(k) participant meetings as requested.
- Conduct onsite education and enrollment meetings, to include preparation of materials.
- Assist with the preparation of requests for proposals.
- Interact with trustees, plan sponsors, plan participants, TPAs and record keepers as needed to service Retirement Plans.
- Positively engage with all members of the team in a professional office setting to support and advance Cable Hill's culture.
- Assist with projects as needed.
About you:
- You are highly collaborative and love interacting with people
- You pride yourself on excellent customer service and communication
- You exhibit strong time management skills and have an ability to effectively prioritize and organize
- You carry a high level of integrity, are curious and reliable
What you will need:
- A minimum of 1 year experience in a client facing role in the financial services industry. Experience working with retirement plans strongly preferred.
- Demonstrated proficiency in Microsoft Office products
- Experience with Sales Force preferred, but not required
Benefit Highlights:
- Competitive compensation
- Cable Hill pays 90% of medical, dental and vision premiums for employees and eligible dependents
- Generous PTO policy
- A 3% contribution to 401(k)
- 401(k) Profit-sharing contribution after 1 year
- Bonus Program
- Early close Fridays at 2 pm
- After initial training period, the ability to work from anywhere for one week every 6 months
- Team building events
- A caring and supportive growth and learning culture
We strongly urge people from underrepresented groups to apply.
Cable Hill Partners provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability or genetics. In addition to federal law requirements, Cable Hill Partners complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Cable Hill Partners expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Cable Hill Partners' employees to perform their job duties may result in discipline up to and including discharge.
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Source : Cable Hill Partners
