HuntingtonBeachRecruiter Since 2001
the smart solution for Huntington Beach jobs

Retirement Plan Specialist

Company: Trilogy Financial
Location: Huntington Beach
Posted on: January 16, 2022

Job Description:

Company Summary
Today, 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 Summary
Trilogy Financial values their employees like families. The following are some of the benefits of a career with Trilogy Financial:
Competitive Compensation
Comprehensive Health, Dental and Vision Insurance
Life and Disability Coverage
Paid Time Off and Holidays
401(k) matching
Eligible Profit Sharing
Career Development, Mentorship and Education
Series 65 Licensing for advisors only
Team Events and Parties
Achievement Awards and Trips

Job Summary
Trilogy 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 / Responsibilities
Manage 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.

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 Requirements
Ability 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.

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Huntington Beach RSS job feeds