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Retirement Plan Consultant

Chernoff Diamond & Co., LLC

in Uniondale NY

Chernoff Diamond & Co., LLC

The Pension Consultant will offer outstanding advice and administrative services to our clients.  We offer a training program and provide our employees with exciting opportunities for personal and professional growth.  

Responsibilities:

  • Speaking with clients and plan participants regarding their retirement accounts
  • Performing required non-discrimination tests
  • Calculating employer contributions
  • Preparation of Form 5500’s
  • Assisting plan auditors with reconciliation of plan financial transactions
  • Checking retirement plan transactions for correctness and compliance
  • Determination of eligibility for participation
  • Determination of eligibility for plan loans and distributions

Qualifications:

  • Excellent communication skills
  • At least 5 years of experience in qualified retirement plan administration, preferably in a daily valuation environment
  • Bachelor’s Degree in mathematics, economics, finance, business
  • Knowledge of recordkeeping software (Schwab Retirement Technologies or Sungard Relius) preferred
  • MS Office skills
  • Excellent computer skills

Applicant Characteristics: The applicant must be an excellent communicator with significant pension consulting experience. You must enjoy working in a fast-paced environment while continuing to acquire new skills, and applying those skills to the process of providing outstanding advice and services to our clients. The applicant must be local to our Uniondale, NY office.  

Compensation: We offer an excellent salary that is commensurate with experience.

Benefits: We offer a competitive benefits package which includes health, dental, 401(k), long term disability, life insurance, business travel accident, flexible spending account and section 125 plan. We also offer “Summer Fridays” and our dress code is business casual. 

About Us: Chernoff Diamond is a nationally recognized benefits and risk management advisory firm providing in-depth services to meet the many complex and interrelated challenges faced by individual, business and professional clients. The firm’s competitive advantage is rooted in its highly experienced professionals, proprietary programs and products, and advanced in-house technological capabilities used to expand services, not replace them. Our culture is diverse, our atmosphere is intellectually stimulating, and we are seeking energetic, motivated, goal-oriented professionals to join our team. We offer the possibility of advancement in an exciting, fast-paced environment.

How to Apply

Please email resume and introductory communication to resume@chernoffdiamond.com. Be sure to include your salary requirements.


This ad has been viewed 854 times. It expires on 7/21/2018.

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