Retirement Advisory Account Manager

Company: ARISTA Consulting Group
Location: New York
Posted on: May 16, 2022

Job Description:

Purpose Statement : The purpose of the Retirement Account Manager-Advisory position is to provide internal support to the Account Executives through the utilization of our systems and strengthen each client association towards our goal of institutionalized relationships. This position will be internal and external, so great communication skills and relationship fostering talent is necessary.

Roles:
Retirement Plan Expertise
Understand appropriate documents related to the plans, including amendments
Exhibit 401(k), 403(b) and 457 technical expertise
Research legislative updates related to plan documents
Performance Reporting
Compile plan asset reports from vendor websites
Execute performance reports for clients
Manage mutual fund watch list reports
Client Engagement
Prepare client folders for meetings with appropriate reports and documents
Participate in meetings with clients, decision makers regarding operational issues, service and retention
Document plan changes, meeting minutes and follow up tasks, and ensure they are saved in Cloud and CRM systems
Solution Management
Coordinate new client implementations, update documents and checklists, communication with the support team, maintain accurate records including signed documents
Operational Functions
Participate in weekly calls with vendors for plan conversions, update plan documents, provide employee communication regarding fund line ups, force outs, blackout periods, etc.

Skills Needed :
Bachelor's Degree required
Series 6/7 and Series 63/65 licensing
5-10 years of experience in a related role
Financial advisory experience required
Plan document (specifically 401(k), 403(b) and 457(b) plans) experience, preferred
Experience with agency management systems, including Firm Plus, Fi360
Strong customer contact skills with excellent interpersonal, written and verbal communication skills
Experienced in various technologies, such as Windows and OS operating systems
Ability to work independently and collaboratively in a deadline-driven environment
Handle multiple tasks simultaneously
Accountability and high level of accuracy
Analyzing data and reports
High proficiency with Microsoft Office Suite including Excel, Word, Outlook

Keywords: ARISTA Consulting Group, New York , Retirement Advisory Account Manager, Executive , New York, New York