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Retirement Plan Specialist

Definiti

in Remote

Why work at Definiti? If you consider yourself a problem solver and appreciate working autonomously, a career at Definiti may be perfect for you. You’ll be able to directly contribute to the security and success of meaningful retirements for thousands while helping build a growing company. Most positions are fully remote, which provides work-life balance while working with, and for, your colleagues and clients. Definiti not only invests in the tools and retirement service technology to help you be successful in your role, but also supports your professional growth with training and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans. 

The Retirement Plan Specialist (RPS)   serves as the single point of contact to Definiti customers. They communicate regularly with customers, answer questions and seek out additional resources so customers have the information they need to feel supported by Definiti. Ongoing communication with customers provides an elevated level of support to ensure customer delight.

Primary Duties and Responsibilities

• Utilize effective proactive communication and service skills to ensure customer delight 
• Serve as the single point of contact for an assigned book of retirement plan sponsors and Investment advisors and own the day-to-day relationship
• Build strong relationships with clients and Advisors through timely deliverables to ensure satisfaction and client retention
• Represent the company on client calls and in client meetings, as needed
• Provide data to the administration team so they can perform annual testing (ADP/ACP, 402(g), Top Heavy determination, 410(b), etc.) accurately and timely
• Ensure compliance with DOL and IRS requirements
• Ability to accurately interpret and apply plan document provisions

Requirements

Competencies Required

• Must possess stellar communication skills and enjoy speaking with customers regularly
• Proficiency with Microsoft Office applications
• Possess strong organizational skills and detail orientation
• Time management focused adhering to deadlines and timelines
• Ability to work independently and as part of a team in a fast-paced environment
• Experience with ASC software preferred 

Education and Qualifications

• High School Diploma or GED required for all positions at Definiti
• Minimum 2 years of experience in a financial services operations environment
• Bachelor’s Degree in Accounting, Finance, or related field preferred. Equivalent experience considered in lieu of degree
• Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent

Remote Working Requirements

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Designate a quiet, and well-lit space with a fast internet connection for your workspace, free of as many distractions as possible
• Be online and available during designated business hours in local time zone 
• Accustomed to using Microsoft Teams or virtual-meeting applications to work with colleagues regularly on video and use the chat feature for quick communications
• Accustomed to file-storage and file-sharing tools such as Microsoft SharePoint and Citrix ShareFile

Benefits

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• A virtual-first work philosophy
• 401(k) with up to 4% match
• Generous paid time off starting with four weeks, in addition to 9 paid holidays and 2 paid floating holidays
• A variety of medical, dental and vision plan options  including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility

How to Apply

Apply Now

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