Benetrends Financial

Analyst

• Serve as the primary point of contact for assigned clients.
• Establish and coordinate plan termination dates.
• Update and maintain plan documents to ensure accuracy and compliance.
• Stay current on all laws, regulations, and best practices in retirement plan administration.
• Provide training, guidance, and resources on retirement plan products and services to internal teams.

Retirement Plan Termination Analyst

Sales

• Process and route sales leads to the appropriate team members
• Support trade show follow‑up, including literature and sample delivery
• Assist sales staff through outbound phone contacts as needed
• Maintain and update sales data, reports, and records
• Perform data entry to track sales literature, samples, and services
• Answer incoming calls, manage emails, and relay messages
• Respond to routine product questions and escalate when necessary.

Retirement Plan Termination Analyst

Sales Assistant