Position Description
Title: Retirement Plan Representative
Status: Full time 8:00am to 4:30pm (40 hours per week)
Approximate start date: Mid-April 2024
Location: In office 5 days per week to start. Upon completion of introductory training, 1 day per week in office required and 4 days at home.
Job Summary
The Retirement Plan Representative (RPR) provides investment education to Retirement Plan participants and Plan Trustees, fields inquiries regarding the market or account status, and facilitates trades in participant accounts upon request. The RPR provides support to the firm’s advisers in the form of data gathering, modeling, case design, plan development, presentation development, etc. May participate in client meetings. Has no decision-making authority on client matters.
Duties and Responsibilities
The Retirement Plan Representative can expect to focus their work in the following areas:
Gather, organize and synthesize Annual Trustee Report data for review by supervisor
Conduct research and reviews of menu options
Implement menu changes
Prepare Investment Policy Statements and ensure that plans are in compliance
Collaborate as a member of the Investment Committee
Provide allocation advice to participants
Attend Benefits Fairs and assist participants with general questions and allocation assistance
Qualifications and Skills Required
Degree from an accredited college or university
Series 65 securities license is required for the position. If candidate does not have license, must be willing to obtain before employment commences.
Proficiency in Windows-based software, Excel proficiency a plus
Strong verbal and written communication skills
Must be proactive and have the ability to focus on self-reliance
Organized, detail-oriented, and the ability to multitask
Strong analytical skills
Ability to handle multiple projects while being interrupted
Client-first attitude
Team player, collaborative, able to work with and through others, but also able to work independently
Desire/ability to work successfully in a small company environment
Aptitude and flexibility to grow into additional responsibilities as needed
Salary and Benefits
$52,000-$60,000 based on experience and qualifications
Medical, dental, vision, long term disability, and participation in our SIMPLE IRA retirement plan
Paid Time Off based on tenure, 12 observed holiday days off, and “flex” time available when needed
Financial support upon employer approval for professional accreditation/continuing education and
other education/training opportunities
How to Apply
Qualified individuals should send a cover letter and resume to Mike Stutzke via one of the following methods: Email to mike@northernwelcome.com, fax to (509) 456-2550, or mail to 2700 S. Southeast Blvd. Ste. 205, Spokane, WA 99223
