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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates foundational knowledge of retirement plan design, compliance, and fiduciary responsibilities while effectively supporting plan sponsors and consultants through administrative tasks and inquiries. Proficient in utilizing institutional tools and resources, including Planfocus, to enhance service delivery and client relationships.
Highest-signal resume keywords
Planfocus KnowledgeRetirement Plan DesignFiduciary ResponsibilitiesCompliance AuditsForm 5500 Filings
About the role
Key responsibilities & impact- Support inbound and outbound call center operations for institutional plan sponsors and consultants using the Institutional Support Team service line
- Participate in training programs and build foundational knowledge of Planfocus, institutional tools, resources, and relevant legal topics
- Support routine inquiries about retirement plan design, pension regulation basics, plan participation, and plan administration
- Provide administrative support to plan sponsors, consultants, payroll vendors, auditors, and legal counsel
- Communicate information about fiduciary responsibilities and newly issued regulations, escalating complex matters to senior staff
- Educate plan sponsors on plan design and governance, compliance, audits, nondiscrimination testing, reporting, online services, and plan amendments
- Assist with routine legal and regulatory inquiries, Form 5500 filings, compliance questions, fiduciary and audit guidelines, plan reporting, and nondiscrimination testing
- Provide basic audit support and route retirement plan tax filing inquiries
- Contact Primary Market clients under defined outreach procedures and support relationship-building activities
- Troubleshoot online services access for plan administrators and escalate unresolved issues
- Resolve routine customer issues, accurately document interactions, and escalate sensitive or complex matters
Requirements
What you’ll need- No experience required
- University degree preferred, not required
- Foundational knowledge of Planfocus, institutional tools and resources, and relevant legal topics developed through training
- Ability to follow established procedures, scripts, policies, and talking points
- Ability to handle routine plan sponsor, consultant, administrator, and client inquiries
- Ability to document interactions accurately and escalate complex or sensitive matters
- Knowledge or ability to learn retirement plan design, pension regulation basics, fiduciary responsibilities, compliance, audits, nondiscrimination testing, reporting, plan amendments, and Form 5500 filings
- Ability to assist with online services troubleshooting
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Highly competitive health, wellness, and work life offerings
- Financial, emotional, and physical well-being support
- Learning experiences and development pathways
- Incentive program linked to performance may be available, including annual discretionary incentive programs and non-annual sales or other incentive plans
- Hybrid Flex work arrangement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan DesignPension Regulation BasicsNondiscrimination TestingPlan AdministrationDocument InteractionOnline Services TroubleshootingCompliance QuestionsAudit SupportPlan ReportingLegal Topics Knowledge
Soft Skills
CommunicationRelationship BuildingProblem SolvingAttention to DetailAbility to Follow Procedures
Tools & Technologies
PlanfocusInstitutional ToolsOnline Services
Industry Keywords
Fiduciary ResponsibilitiesComplianceAuditsPlan AmendmentsRetirement Plans