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401(k)/Retirement Account Manager in Garden City, NY at Risk Strategies

Date Posted: 10/8/2018

Job Snapshot

Job Description

The 401(k)/Retirement Plan Financial Specialist's responsibilities will include, but are not limited to:

  • Managing workflows and communications for retirement plan Trustees and Participants
  • Developing analysis on retirement options and performance
  • Preparing client presentations and reporting
  • Attending client enrollment and ongoing support meetings

 

Job Requirements

  • 2+ years of experience working with or servicing 401(k)s & Retirement plans
  • 4 year Bachelors degree
  • Strong attention to detail