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Implementation Specialist

Retirement Solutions Specialists

(Remote / Jacksonville FL / Hybrid)

Our growing TPA is seeking an Implementation Specialist. This role is pertinent in building and retaining relationships with Clients, Advisors and recordkeeping representatives.

Responsibilities include:

• Provide superior customer service, including problem solving with minimal inconvenience to clients
• Partner and communicate timely and effectively with plan sponsors, financial advisors and recordkeepers
• Communicate effectively and timely to all team members internally
• Stay current with ERISA laws through self-study and company-sponsored training sessions
• Accurately and timely setup plans on the recordkeeping systems
• Coordinate paperwork/online setup to completion
• Ensure that all TPA fees are setup correctly with Recordkeepers and communicated to RSS Accounting
• Ensure that Revenue share/trail payments are setup and communicated to RSS Accounting
• Coordinate and follow up on asset movement and blackout dates with all parties involved
• Ensure that plan hand off notes are complete and thorough
• Ensure that plan introduction emails are sent timely
• Assist with setting up 1st deferral payments with Client and Recordkeeper
• Assist with transition to internal payroll team when applicable
• Create trust summaries when applicable
• Keep Team and Manager informed of implementation related issues or concerns that arise, proactively work to address client needs
• Coordinate and participate in Client, Financial Advisor and/or Recordkeeper Meetings
• Actively participate in internal meetings
• Help develop and enhance processes and procedures to ensure consistent, efficient service levels
• May manage special projects as assigned
• Work independently with Microsoft Teams, Excel, Word, Outlook and Adobe PDFs
• Work with ftwilliam.com and PensionPro
• Work with various Recordkeeping platforms
• Work with various Payroll Systems
• Complete QKA within the first year if not already achieved
• Maintain ASPPA designations through required continuing education

Core Competencies:

• Be dependable for your Team and Clients
• Ability to work from a remote location. Reliable cellular phone service or land line and high-speed internet required.  (The need to connect directly to a modem or internet-capable wall jack will be needed.)
• Ability to exercise independent, mature judgment and prioritize tasks as needed, self-motivated
• Ability to work well within a fast-paced, small-business environment
• Ability to work in a high-pressure environment while meeting deadlines and strong sense of urgency
• Excellent communication and interpersonal skills
• Professional, client-oriented individual
• Achievement oriented exhibiting drive and initiative
• Strong attention to detail
• Teamwork and cooperation
• Organizational awareness

Benefits for Full-Time (Salaried- Exempt) Employees include a 401(k) Plan with 3% SH-NEC Employer contributions, a flexible time off policy, paid sick time, paid Holidays (NYSE Market Holidays), Company paid Short-Term Disability and Life Insurance, all in addition to Medical, Dental and Vision options. 

Annual Salary Range (based on experience): $50,000 - $75,000 plus Discretionary Bonus

How to Apply

Please email resumes to jobs@retiresolutions.net

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