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Retirement Operations Specialist

Legacy Advisory Partners

in Alpharetta GA

Logo for Legacy Advisory Partners

Job Description

Job Title: Retirement Operations Specialist

Report To: Chief Investment Officer

Job Status: Full-time

Job Summary

The purpose of the position is to increase and enhance the client interaction of our existing qualified and non-qualified plan clients; to help new client acquisition through knowledge and expertise.

Essential Duties and Responsibilities

  • Administer all areas of the client process including but not limited to:
  • Schedule and confirm client appointments via phone and email
  • Manage all areas of preparation for client meetings
  • Prepare, organize, coordinate, and maintain client paperwork
  • Assist with vendor communication including package delivery and preparing outgoing mail items
  • Record notes from appointments, assign tasks, record opportunities, and assist in creating a follow-up plan
  • Process changes to any client information
  • Generate account paperwork including statements
  • Research and resolve client service problems for errors as needed
  • Process and record all transactions on appropriate logs
  • Set up client files and obtain necessary information
  • Communicate necessary follow up with clients
  • Update and maintain relationship management system (Redtail)
  • Assist in planning and coordinating client events
  • Support ongoing efforts for growth with clients and continuous interaction with current clientele to provide an excellent client experience
  • Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner
  • Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources

Periodic Duties and Responsibilities

  • Be available for other projects as needed
  • Cross-train with other teams in order to backup other operational duties as needed

Skills Required

Understanding and proficiency are required in regard to customer relationships, accuracy in report generation, organize multiple projects at once, adhere to deadlines, client retention, customer service, data entry, confidentiality, problem resolution and MS Office products such as Word, Excel, Outlook, CRM, and Financial Databases.

Personal Characteristics

Embody the core values and culture of our company, have a strong work ethic, team player who focuses on the success of the entire organization.

Education and Experience

  • Bachelors degree or equivalent from four-year college; and at least two years related experience and/or training; or equivalent combination of education and experience.
  • Customer Service Experience required.
  • Experience in the financial services industry with qualified retirement plans and/or non-qualified retirement plans is required. An understanding of plan administration is preferred.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Legacy Advisory Partners are not affiliated.

Job Type: Full-time

Pay: $38,447.00 - $51,235.00 per year

How to Apply

To apply please go to the Indeed ad (using the "Apply Now" button below) and submit an application.

Apply Now

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