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Retirement Plan Specialist

Company: Trilogy Financial
Location: Huntington Beach
Posted on: January 15, 2022

Job Description:

Description:
Company SummaryToday, one client at a time, Trilogy has become a nationwide firm with clients from coast to coast. Our clients have over $2 billion dollars in brokerage and advisory assets served through Trilogy and our staff has grown to over 150 comprehensive Advisors. Trilogy continues to recruit and mentor new talent to the industry, a commitment abandoned by many of its competitors. Because of this, our multi-generational staff understands the needs and perspectives of a wide variety of client needs. We utilize progressive ideas and opportunities to help our clients now and into the future. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy's story lead? We believe the sky's the limit.Benefits SummaryTrilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial: Competitive CompensationComprehensive Health, Dental and Vision InsuranceLife and Disability CoveragePaid Time Off and Holidays 401(k) matching Eligible Profit Sharing Career Development, Mentorship and EducationSeries 65 Licensing for advisors onlyTeam Events and PartiesAchievement Awards and TripsJob SummaryTrilogy Financial is looking for a Retirement Plans Specialist. The Retirement Plans Specialist serves as a centralized resource to the Retirement Planning team, which ultimately serves our advisors and their clients regarding overall business retirement plans. This may include supporting advisors inquiries, assisting in plan design, product analysis, researching vendors, and proposal generation. The Specialist position requires extensive contact with internal staff to provide retirement plan updates. Essential Duties / ResponsibilitiesManage new client onboarding and implementation process. Assist in selling and servicing retirement plans, including ordering proposals, developing product comparisons, and coordinating details to implement or convert plans.Maintain retirement related database, including: fiduciary file and compliance. Perform due diligence on investment options on a quarterly basis. Ensure plan documentation and reporting requirements are in compliance.Assist with managing and execution of enrollment and education programs for plan participants. Recommend changes to the team as appropriate. Assist in creation and maintenance of business development ideas and marketing materials. Plan and organize retirement-related workshops, meetings and campaigns.Act as a main point of contact for any retirement plan inquiries regarding enrollment, rollovers, loans, and any other account servicing needs.Partner with the Retirement Plan team to keep fee benchmarks up to date for client reviews.Work with our advisor team to identify retirement plan opportunities within existing books of business. Other duties assigned. PM21.

Requirements:
Minimum Qualifications Bachelor's degree is required. 3 years of relevant experience.Proficient in Microsoft Outlook and Microsoft Office Suite.Preferred candidate has knowledge of qualified plans, ERISA regulations, and plan administration.FINRA securities licenses (or interest in obtaining) is preferred.Skills RequirementsAbility to maintain a high level of accuracy in preparing and entering financial data.Ability to apply analytical and problem-solving skills.Organizational skills with the ability to multi-task, prioritize, and meet deadlines.Communication and interpersonal skills.Consistently produce accurate and high-quality deliverables.Self-motivated to learn and improve. Resourceful and detail-oriented.Ability to work independently with minimal supervision.PI160692901

Keywords: Trilogy Financial, Huntington Beach , Retirement Plan Specialist, Other , Huntington Beach, California

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