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Robert Half Retirement Plans Assistant in Fort Wayne, Indiana

Description Be a Retirement Benefits Rockstar! Shape the Future of Employee Savings Do you have a knack for accuracy and a desire to help businesses thrive? Join our team as an Assistant ERISA Consultant and play a vital role in ensuring the smooth operation of our clients' retirement plans (401(k), profit sharing, etc.). What You'll Do: Be the data whiz! Upload client information and reports, keeping everything organized and accessible. Master year-end: Assist with crucial processing and analysis tasks to ensure accurate financial reporting. Compliance champion: Support the team with testing procedures to maintain plan eligibility and avoid penalties. Distribution & loan expert: Help participants navigate distributions, loans, and other account actions. Client care hero: Be a responsive and detail oriented point of contact for client inquiries and concerns. Launch Your Career in ERISA This is more than just a job; it's your launchpad to a rewarding career in employee benefits. We offer comprehensive training and mentorship, allowing you to learn from experienced consultants and gain valuable industry knowledge. Are You the Perfect Fit? We're seeking a detail-oriented individual with a strong organizational mind. You thrive in a collaborative environment and enjoy tackling challenges with accuracy and a positive attitude. Requirements Here's what makes you a great fit: Sharp Mind & Organized Approach: You're a whiz at analyzing information, prioritizing tasks, and meeting deadlines with laser focus. Tech Savvy: You're a pro with Microsoft Office and know your way around investment company websites. Problem-Solving Pro: You tackle challenges head-on and find solutions with accuracy and a positive attitude. Multitasking Master: You can juggle multiple tasks in a fast-paced environment with impressive accuracy and efficiency. Retirement Benefits Guru (Optional): Having 3-5 years of experience with retirement plans, products, and regulations is a plus! Independent & Collaborative: You can work with minimal supervision while also building strong relationships with colleagues and clients. Confidentiality Champion: You understand the importance of discretion and keeping information secure. Lifelong Learner: You're committed to ongoing education and staying current with industry changes. We're looking for someone who is passionate about accuracy, enjoys a challenge, and thrives in a collaborative environment. If this sounds like you, apply today!

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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