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3(16) Retirement Installation Manager

The Finway Group

(Remote)

Pay: $55,000.00 - $60,000.00 per year

3(16) Retirement Installation Manager Experience Required for Consideration.

You'll play a pivotal role in ensuring accurate and timely processing, resolving issues, and providing exceptional customer service while embracing our empathetic and growth-driven culture at The Finway Group.

Your Role:

As a 3(16) Retirement Installation Manager, your responsibilities will include:

• Manage caseload effectively to meet or exceed service goals for quality and timeliness with limited supervision.
• Coordinates with the clients, record keepers, and advisors to review all onboarding 401(k) documents to facilitate the transfer and installation of new retirement plans.
• Consistently updates system and status report to keep all parties informed of onboarding activities and progress.
• Ensures internal completion of tasks by the scheduled due date
• Provide hand-off to the appropriate relationship manager to ensure a smooth transition for the client.

Qualifications:

To thrive in our family atmosphere, you should bring:

• Preferred minimum of 2-3 years of experience with retirement plan onboarding
• Outstanding verbal and written communication skills for top-notch customer service.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• A keen eye for detail, compliance, and accuracy.
• Typical work hours: Monday through Friday, approximately 8:00 am to 5:00 pm.

About Us:

At The Finway Group, we're not your typical corporate America. We're a family-run business specializing in 401(k) plan administration, compliance, and retirement plan consulting. Our secret sauce? Empathy and compassion are our driving forces as we navigate the exciting journey of growth together.

Why Choose The Finway Group?

Join our close-knit family, where every day feels like a win. Here's why you should be a part of our tribe:

1. People First: We cover 100% of your health, dental, life, and short-term disability premiums. Plus, we contribute $1,200 annually to your HSA.
2. Secure Future: Enjoy a 3% company contribution to your 401(k).
3. Time to Recharge: Start with 15 days of paid time off, which grows with your time here. We also throw in six paid holidays and two floating holidays.
4. Path to Success: Be part of our rapid business growth with opportunities for career advancement.
5. Work-Life Balance: Flexible hours within industry standards ensure you can maintain a healthy balance.
6. Dress Comfortably: Our office rocks a business casual dress code, with jeans allowed.

Our Culture:

Join our family-oriented culture, where we celebrate hard work, determination, and being the best at what we do. At The Finway Group, we're all about investing in your future. If you're ready to make that investment, we're ready to welcome you with open arms.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

How to Apply

Send Amy Campos-Hong an email at amy@finwaygroup.com with your salary requirements and resume to be considered for this position.

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