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Fiduciary Service Consultant

Definiti LLC

in Remote / Findlay OH

Logo for Definiti LLC

The Fiduciary Service Consultant at Definiti is responsible for implementation, monitoring, and adherence to the 3(16) and Governance retirement plans.

Primary Duties and Responsibilities

Implementation for new 3(16) plans:

  1. Serve a key point of contact with clients during onboarding process
  2. Develop and maintain a solid understanding of company policies, practices, and service standards to ensure that appropriate expectations are set during the onboarding process
  3. Coordinate and prepare onboarding calls and documents with client and custodian to determine eligible 316 services required/accepted

Monitoring and Adherence to our 3(16) service and trustee service clients:

  1. Update internal systems as needed based on eligibility and automatic enrollment review
  2. Prepare eligibility determinations and notify plan sponsors to ensure accurate and timely identification of newly eligible employees
  3. Obtain and deliver enrollment kits and required materials in a reasonable period prior to plan entry to eligible participants
  4. Prepare fund change notices as needed
  5. Mail / email plan communications as requested by client
  6. Send reminder emails/track late deposits for 3(16) and Accumulator Clients
  7. Track JH fund changes and send emails for 3(16) and Accumulator Clients

Job Requirements

  1. Bachelors’ Degree in Accounting, Finance or related field is preferred: equivalent experience may be considered in lieu of degree
  2. Minimum of 5 years of experience in retirement industry recommended
  3. Willingness to obtain ASPPA, QKA, QPA designation or NIPA equivalent

Competencies Required

  1. Excellent communication and organization skills.
  2. Prompt follow-up on open items with vendors, clients, or internal team members
  3. Strong analytical skills and a thorough knowledge of plan designs
  4. Conveys a professional and positive attitude while interacting with vendors, clients, and internal team members
  5. Proficient with Microsoft Office (Excel, Word, Outlook) and ability to learn different software platforms and applications

How to Apply

To apply, please email your resume to Leslie.Draper@thefiduciarystudio.com


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