Our client, a locally based wealth advisory firm, is looking to add a Retirement Plan Administrator to their growing team in Buffalo, NY. This position is a great career opportunity for an individual who has experience in the financial services industry and who has a working knowledge of corporate retirement and employee benefit plans. The Role The Retirement Plan Administrator will support a team of financial advisors and will be focused on delivering a high level of service to the firm’s clients. Responsibilities of the role include: Customer Support: Respond to client inquiries via phone, email, and in-person. Ensures client requests, questions, and needs are addressed accurately and in a timely manner. Triage calls based on urgency and purpose. Escalate issues when necessary. Application & Packet Preparation: Prepares all materials for client meetings and appointments. Ensure documents are complete, accurate, and ready for submission. Processing: Handles service requests including account openings, transfers, wires, ACH transactions, beneficiary changes, rollovers, retirement plan loans, distributions, contributions, and e-delivery enrollments. Oversees completion of all service requests, ensuring accuracy and completeness. Administrative Support to Team: Processes check deposits, provide client website support, collaborates on cloud maintenance, and sets up Zoom/Teams meetings. Performs administrative tasks supporting Relationship Managers and Advisors, including scheduling, follow-up, and data entry. Maintains organized documentation and records. CRM Data Management: Maintains accurate, up-to-date client records while ensuring confidentiality. Tracks tasks and completes daily activities in the CRM system. Required Qualifications The successful candidate will possess the following: 4–6 years of experience within the financial services industry with a focus on retirement and employee benefit plans. Demonstrated proficiency in handling employee enrollments, completion of annual census and employee rollovers. Prior experience with CRM platforms is required. Proficiency in Microsoft Office 365 (Word, Excel, Outlook, PowerPoint), as well as ZOOM and advanced calendar management skills. At this time, the good faith estimate of the annual base salary range for this position is $60,000 to $65,000 plus a full benefit offering, including paid individual life insurance, 401K plan match, PTO and vacation time. Where a successful applicant is slotted within the compensation range will vary based on legitimate criteria, such as years of experience and skill level. #J-18808-Ljbffr StraussGroup - Executive Search Consultants
...Description Under the direction of an RN, Unit Manager, Lead Nurse, or designee, observes and participates in a variety of... ...of hire into the position. Upon hire: Washington Nursing Technician Registration. Upon hire: National Provider BLS - American...
Brookshire's Grocery - - Responsibilities: Maintains clean parking lot and cart areas; Greets guests entering or leaving the store; Empties trash cans and cleans spills; Assists guests with transport of groceries to vehicle; Places shopping carts in designated areas
Role Overview USPS is actively accepting applications for Mail Handler Assistants nationwide. This position is open to candidates of all experience levels, with comprehensive training provided to help you succeed. Join a dynamic work environment where you will interact...
...This position will be responsible for managing an existing loan portfolio, developing new business, underwriting, structuring, and... ...with the Banks established policies and procedures. The Loan Officer must exercise sound judgment in the loan making process. This position...
...Real Estate Sales Agent At REAL - Yoo Realty Group, you'll join a top-ranking team renowned for its supportive culture and commitment to excellence. As a Real Estate Sales Agent, you'll connect with clients eager to buy, with live appointments from Zillow and Realtor...