Rehmann

Retirement Plan Coordinator

Rehmann Grand Rapids, MI

Description

Your passion. Your purpose.

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

We are seeking talented Retirement Plan Coordinator to join our team.

How You Will Make An Impact At Rehmann

  • Processing participant loan and distribution paperwork
  • Responding to plan participant and client requests
  • Maintaining files related to retirement plans
  • Maintaining various databases
  • Assisting team members as needed
  • Working with our team to cross-train in administrative and technical functions

Your Desired Skills, Values & Experiences

  • Experience in an investment advisory office and/or retirement field, a plus
  • Excellent written and verbal communication skills
  • Strong customer service focus
  • Ability to multi-task and balance projects
  • Proficiency with MS Word and Excel
  • Excellent organization skills
  • Ability to manage multiple deadlines
  • Commitment to continuous learning and development
  • Unwavering integrity in all situations
  • High degree of attention to detail

We Put People First in all that we do. Our associates are our greatest asset and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more.

When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

Rehmann is an Equal Opportunity Employer
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Financial Services

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