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Junior Plan Advisor

DirectAdvisors

in Latham NY

Logo for DirectAdvisors

DirectAdvisors provides specialized benefit plan administration, consulting, and investment advisory services to companies throughout the United States, specializing in the construction industry.

DirectAdvisors has a unique opportunity for a detail-oriented, self-motivated professional who has a passion for learning and an interest in being part of a fast-growing and dynamic team.  The ideal candidate is a team player, analytical, highly organized, and can meet deadlines.

Basic Job Requirements

  • 1-3 years of experience in the financial services industry
  • Excellent written and verbal communication skills
  • Customer service skills
  • Has a demonstrated ability of anticipating internal (business) and external (client) needs by taking initiative
  • Time management and organization skills
  • Excellent Microsoft Office skills (Excel, Word, PowerPoint)
  • Strong analytical and problem-solving skills
  • Clean driving record, access to a vehicle, and valid driver’s license required

Job Duties

  • Work with Plan participants to resolve issues, answer questions, and respond to requests for information. Provide deliverables in a timely manner
  • Assist the Chief Investment Officer (CIO) and other team members with the creation of annual reports, mailings, and other documentation as needed
  • Track departmental output on spreadsheets and other CRM tools
  • Schedule appointments, meetings, and travel for the CIO
  • Help maintain relationships with our strategic firm partners (third party administrators, recordkeepers, industry wholesalers) in order to resolve issues and understand the latest industry developments
  • Pursue industry designations as needed
  • May assume smaller client relationships, with the potential to grow into a more senior plan advisor role, over time

We base compensation (base salary and bonus) on experience, credentials, and performance. We provide employer-shared health insurance, dental insurance, life and disability insurance, as well as 401(k) profit sharing, generous paid time-off, and employer-paid continuing education.

Please visit our website at directadvisors.com for more information about our firm and our team.

How to Apply

Please send resume and cover letter to jeffr@directadvisors.com


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