Benetrends Financial

Retirement Plan Analyst

Benetrends Financial

full-time

Posted on:

Location Type: Remote

Location: Arizona • California • United States

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About the role

  • Assist with administering Retirement plans and other qualified retirement plans
  • Communicate with clients, financial advisors, and internal teams
  • Review plan data to ensure accuracy and compliance
  • Prepare annual plan reports and documentation
  • Help troubleshoot client questions and deliver excellent service
  • Manage multiple tasks and deadlines with strong attention to detail
  • Contribute to a team oriented, client focused environment

Requirements

  • A bachelor’s degree, ASPPA credentials, or an equivalent combination of education and experience
  • Great customer service skills — you’re comfortable communicating with clients, following up, and helping resolve issues
  • Some understanding of retirement plan administration and IRS rules is helpful but not required if you’re eager to learn
  • Strong organizational skills, attention to detail, and ability to manage several projects at once
  • Proficiency in Microsoft Office 365
  • Excellent written and verbal communication skills
  • Ability to present information clearly and respond to questions from clients and coworkers
  • Comfortable collaborating with a team and also working independently
  • Pension Pro experience is a plus but not required
Benefits
  • Training and support for ASPPA and other industry certifications
  • Opportunities for long term growth within the company
  • Medical, Dental, and Vision benefits
  • 401(k) plan
  • Paid time off and company holidays
  • A friendly, team oriented work environment
  • Supportive leadership and professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
retirement plan administrationIRS rulesMicrosoft Office 365Pension Pro
Soft Skills
customer servicecommunicationorganizational skillsattention to detailteam collaborationindependent work
Certifications
bachelor's degreeASPPA credentials