Retirement Plan Consultant

November 4

Apply Now

Receive Emails with Similar Jobs

Definiti LLC

WebsiteLinkedInAll Job Openings

Retirement funds • Actuarial • Retirement Fund Management • Recordkeeping • Retirement Plan Design

201 - 500 employees

💸 Finance

📋 Compliance

👥 HR Tech

Description

• 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. • Definiti is a national retirement services company that helps clients manage and administer their retirement plans.

Requirements

• Exhibit strong consultative abilities to guide decision-making and problem-solving. • Demonstrate exceptional attention to detail and highly developed organizational skills. • Display excellence in both written and verbal communication. • Prioritize time management to meet deadlines and maintain project timelines. • Maintain a professional and positive demeanor when interacting with colleagues. • Ensure timely follow-up on outstanding items with internal teams. • Proficient in reconciliation processes to ensure accuracy and integrity of data. • Thrive in both independent and team-based work environments, especially in fast-paced settings. • Possess strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies.

Benefits

• 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 • Paid Parental Leave • 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