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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and presentation skills to effectively educate retirement plan participants. Possesses advanced analytical abilities to identify opportunities and improve service levels within Retirement Plan Services.
Highest-signal resume keywords
Oral Communication SkillsWritten Communication SkillsPublic SpeakingAnalytical SkillsFinancial Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment KnowledgeEnrollment PresentationsParticipant Advisory ServicesEducation PresentationsPolicy Improvement
Soft Skills
Attention to DetailMultitaskingIndependent WorkDecision MakingTime Management
Tools & Technologies
Microsoft OfficeWeb-Based Conferencing
Industry Keywords
Retirement Plan ServicesWealth ManagementParticipant RelationshipsFinancial AdviceInvestment Decisions
About the role
Key responsibilities & impact- Facilitate communication with retirement plan participants through group presentations and individual consultations
- Conduct participant meetings in person, by phone, or through web-based conferencing
- Support new and current relationships within Retirement Plan Services in Wealth Management
- Cultivate participant relationships through personalized service and responses to plan-related questions
- Develop materials for sophisticated and average plan participants
- Guide participants in making informed investment decisions and educate them on company-sponsored retirement plan participation
- Perform individual and group enrollment and education presentations
- Provide participant advisory services, including financial planning and investment advice, on-site and in offices
- Assist with day-to-day operations of current retirement plans
- Support regular communication with plan sponsors and participants
- Identify and suggest improvements to policies, processes, and service levels with other associates
Requirements
What you’ll need- Strong oral and written communication skills
- Advanced analytical skills to identify opportunities
- Public speaking and presentation skills
- Ability to multitask and work independently
- Ability to work efficiently with minimal errors and attention to detail
- Ability to perform duties and make decisions under frequent time pressures
- Ability to travel as required
- Preferred Bachelor’s degree, preferably in Business or Finance, or equivalent experience
- Understanding of investments and ability to simplify them for plan participants
- Knowledge of Microsoft Office
Benefits
Comp & perks- 401(k) match
- Profit sharing
- Employee stock purchase plan
- Paid time off
- Medical insurance
- Dental insurance
- Vision insurance
- Company-paid life insurance
- Long-term disability
- Supplemental voluntary life insurance
- Short-term disability
- Wellness incentives
- Employee assistance program
- Pre-tax health savings accounts
- Flexible spending accounts
- Bonus or incentives based on company and individual performance (role may be eligible)