#LI-JSS #LI-Hybrid Essential Functions and Primary Duties • Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services • May assist in preparation and production of professional materials in Word, Excel and Outlook • Attention to detail and work in a fast pace environment • Manage incoming correspondence, including processing, logging, and digital filing • Assist and maintain Excel worksheets • Managing a book of business to include all aspects of the retirement plan cycle • Data collection from various record keepers • Data management and compliance • Managing client contributions from various record keepers • Client data to include sensitive information for processing • Able to work in a team environment • Additional responsibilities as assigned Preferred Qualifications • Bachelor's degree Minimum Qualifications • High School Diploma or GED • Zero to Two year of relevant work experience in the retirement planning industry • Proficient use of applicable technology • Advanced computer skills in Word, Excel, PowerPoint and Outlook • Experience with digital data management/filing system is an asset • Ability to manage multiple project and deliverable simultaneously • Excellent written/verbal communication skills and use of grammar • Excellent organizational skills and attention to detail • Ability to adapt to a changing environment • Ability to follow standard procedures • Ability to work cooperatively with others • Ability to build relationships and trust with internal and external clients and other key stakeholders