Enrollment Specialist II - Retirement Plan Services
8 months ago
Employment Information
We love finance, software, and (believe it or not), taxes – that’s why we love what we do! At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.
We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.
Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.
Position Summary
Avantax Planning Partners is seeking an Enrollment Specialist II – Retirement Plan Services who will be responsible for developing, leading, and delivering employee education meetings for our retirement plan services clients and their employees. This individual will possess the ability to speak in front of groups and employees on a one-to-one basis.
Essential Duties & Responsibilities
-
Ensure that enrollment meetings for new and existing clients are scheduled, prepped, and delivered.
-
Provide employee education to new and existing clients both in person and via phone queue for participants. Travel required.
-
Work with our client’s employees to develop a personal plan for retirement.
-
Prepare enrollment communication material.
-
Support client and participant via e-mail inquiry queue.
-
Support education is needed for 401(k), 403(b), 457(b), and DB cash balance plans.
-
Develop and monitor employee education curriculum based on business and client needs.
-
Present educational topics to clients, employees, CPAs/Advisors over the phone and or video.
-
Stay current with changing retirement plan rules and regulations.
-
Prepare and provide plan and participant-level reporting through the Relius recordkeeping platform and Crystal reports.
-
Provide training support for other team members as needed.
-
Supports peers in a lead capacity to solve internal and external client issues.
-
Responsible for developing, leading, and delivering employee education meetings for our retirement plan services clients and their employees both on-site at clients’ locations and virtually.
-
This individual will possess the ability to speak in front of groups and employees on a one-to-one basis with knowledge of retirement plans and investment portfolios.
-
The Enrollment Specialist II will lead and implement program enhancements for presentations and materials for participant education.
-
Uphold, support, and promote all company policies and procedures.
-
Perform other duties as assigned.
Education & Experience
-
Bachelor’s degree or associate degree in a related field preferred.
-
5+ years of retirement industry experience required.
-
Series 65 required.
-
Working knowledge of Relius record-keeping systems is required.
-
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, email, and internet usage preferred.
-
Knowledge of IRS and DOL regulations relating to qualified plans.
-
Retirement industry experience required.
-
Professional level presentation experience.
-
Strong organizational skills.
-
Spanish speaking skills are a plus.
Physical Demand & Work Effort
-
Keying/typing, standing, walking.
-
Sitting for an extended period.
-
Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
-
The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
-
Compliance with company attendance standards.
Comprehensive Benefits
We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.
#Avantax
At Avantax®, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.
Avantax and its business lines, Avantax Wealth Management® and Avantax Planning Partners℠ are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.
Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.
If you need assistance or accommodation due to a disability, you may contact us at
HR@Avantax.com
, or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.
Share this
