Carpenter Morse Group
Ubiquity Retirement + Savings
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-- An attorney subscriber
in Daphne AL / Greenville SC
Who we are:
My Benefits, LLC is a rapidly growing and industry leading retirement plan consulting firm. With tremendous passion for supporting financial advisors, their business owner clients and retirement plan participants, we are committed to thinking differently and challenging the status quo in the retirement plan industry. We strive to develop innovative solutions to deliver an ideal client experience and help all Americans achieve a dignified retirement.
Headquartered in Atlanta, GA, with an office in Daphne, AL and growing team in South Carolina, we truly believe in the magic of a collaborative team environment. My Benefits, LLC teammates are enthusiastic and imaginative individuals committed to personal and professional development to the betterment of themselves, colleagues and business partners.
What you will do:
A My Benefits, LLC ERISA Document Specialist is responsible for taking direct ownership for administering, communicating and consulting with financial advisors and their business owner clients. This highly motivated, dynamic and articulate individual must be dedicated to help support the success of teammates, clients and partners. Your personal interaction skills will be heavily utilized when communicating meaningful deliverables to financial services professionals, business owners, human resource professionals and colleagues. As a My Benefits, LLC ERISA Document Specialist, you will be joining a collaborative team of peers and colleagues working on game-changing retirement plan solutions.
What you will get:
My Benefits, LLC is committed to helping individuals grow their careers in the $5.3 trillion 401(k) retirement plan industry. Our subject matter experts are committed to the development of coachable individuals to ensure that team members gain the industry knowledge, skills and credentials to develop and grow both personally and professionally. In addition, our collaborative team approach ensures a plan administrator is provided with the necessary tools, resources and support to deliver meaningful results to financial advisors, plan sponsors and retirement plan participants.
A My Benefits, LLC ERISA Document Specialist should expect to receive a:
Job Responsibilities include:
What you need to bring: