Benefits Advisor in Retirement Consulting
Go2STAFFING • st. catharines, Canada
Role Description
Join a reputable consulting firm as a remote Benefits Advisor specializing in retirement planning and group benefits. Work closely with clients and a Senior Managing Consultant.
This remote position involves supporting the day-to-day management of diverse client accounts with a focus on reporting and client engagement. Perfect for organized individuals eager to deepen their understanding of group benefits and retirement programs while thriving in a collaborative environment.
Key Responsibilities:
• Maintain accurate quarterly and annual retirement plan reports
• Update governance and performance reports for client meetings
• Assist in managing client relationships and inquiries
• Communicate with insurance providers to resolve issues
• Participate in virtual and in-person client meetings
Requirements:
• Strong skills in Microsoft Excel and MS Office
• Background in group benefits and retirement plans
• Understanding of insurance reporting tools
• Exc...
This remote position involves supporting the day-to-day management of diverse client accounts with a focus on reporting and client engagement. Perfect for organized individuals eager to deepen their understanding of group benefits and retirement programs while thriving in a collaborative environment.
Key Responsibilities:
• Maintain accurate quarterly and annual retirement plan reports
• Update governance and performance reports for client meetings
• Assist in managing client relationships and inquiries
• Communicate with insurance providers to resolve issues
• Participate in virtual and in-person client meetings
Requirements:
• Strong skills in Microsoft Excel and MS Office
• Background in group benefits and retirement plans
• Understanding of insurance reporting tools
• Exc...