Job Description
July Business Services (JULY) is seeking an individual for Retirement Plan Consultant | Junior Associate. In this role, you will enjoy the unique challenge of putting your analytical thinking and client service skills to work alongside a team of retirement plan professionals. The ideal candidate for this position is a person that enjoys details, spreadsheets, and an interest in learning all things retirement plan administration for 401(k) plans including, compliance testing, trust accounting, eligibility and contribution calculations, Form 5500s with audits, and research related to compliance matters.
The Gig
- Providing support to internal teams on topics related to retirement plans
- Preparing year-end compliance projects for small and mid-sized plans
- Participating in the completion of complex projects and calculations such as missed deferral opportunities and plan audits
- Assisting team members with research and consultation on plan administration projects
- Interacting with internal Client Services on plan issues and liaising with seasoned subject matter experts
- Partnering with external Plan Administrators to obtain answers on projects and help prioritize project completion
- Collaborating with team members to improve departmental processes
- Help meet individual, departmental, and company key performance indicators (KPIs)
Our Needs
- 1+ years of retirement plan industry experience with an interest in extensive learning of retirement plan compliance
- Interest in retirement plan operational processes
- Professional and concise verbal, non-verbal, and written communication skills
- Strong attention to detail and sense of urgency
- Agility to pivot as priorities and processes change
- Self-starting, resourceful, solution seeker who works well independently
- Can do, client focused attitude who thrives on accountability, credibility, and trustworthiness
- Client centric, positive, team player with “can and will do” attitude no matter the task size
Our Wants
- Retirement Plan Fundamentals (RPF) credential
- Bachelor’s Degree
- Relius knowledge and experience
- A good sense of humor with self and audience awareness
Our Values
- Champion A Winning Culture
- Commit to Excellence
- Deliver WOW Experiences
- Foster Strong Relationships
- Have A Servant’s Heart
- Drive Change & Innovation
We know that if we live our values, we will serve our mission to simplify retirement plans through service, expertise, and technology and achieve our vision to be the most trusted retirement plan partner to small businesses and advisors.
Our Benefits
- An unmatched people centric, values driven work environment
- Flexible, remote work schedules (no time spent commuting or costly gas expense)
- Employee recognition programs
- 401(k) Plan with immediate fully vested 5% employer match
- 100% employer paid employee medical insurance options
- Generous paid time off perks
- Education programs (leadership, personal financial wellness, industry, employee benefits, etc.)
- Ancillary benefit offerings for you and your family (accident, critical illness, hospital), and pet insurance
