Retirement Plan Consultant Assistant

*Overview*We are in search of a Consultant Assistant for a successful retirement plan provider whose staff is recognized locally and nationally for their expertise in retirement plan consulting.This essential role enters financial data, processes transactions, conducts client follow up communication, and interacts with retirement plan consultants, participants, and plan sponsors to ensure a high level of customer service and accuracy when processing requests. The work environment is within a beautiful business office with friendly, professional colleagues.*Key areas of responsibility** Process loans and distributions* Interact with participants, plan sponsors, and Retirement Plan Consultants to ensure a high level of customer service while processing requests accurately and efficiently* Conduct client follow-up communication* Electronically filing client IRS From 5500 by tax deadline* Annual census data collection* Scan and save incoming documents* File internal documents as required and manage the appropriate archiving of historic paper documents through our external vendors* Print and assemble participant and client documents, as requested*To* *Be Successful You Will Need** Accounting experience* Customer service experience* Minimum of one year’s office experience* Strong verbal and written communication skills.* College degree* Positive and verifiable professional references* Ability to successfully undergo a background investigation*For Immediate Consideration*Please apply via this site. Before submitting, please review your resume ensuring all information is accurate and employment history is complete.*About Allevity Recruiting and Staffing*_Formerly known as Anderson & Associates, Allevity Recruiting & Staffing is part of the Allevity Employer Solutions organization, serving businesses and job seekers throughout the North valley.__Our success comes from 50 years of industry experience and serving the best interests of our candidates. We understand that your privacy is important and hold all candidate information in the strictest confidence. Allevity will not present your resume or information to any company or individual without first contacting you to determine your level of interest and to gain your permission to do so._Job Type: Full-timePay: $22.00 - $24.00 per hourExpected hours: 40 per weekBenefits:* 401(k) matching* Dental insurance* Health insurance* Paid time off* Vision insuranceWork Location: In person

Created: 2025-07-04