Director of Operations, Retirement Plan Services
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives.
From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.
We understand that pursuing a new job is a big deal.
Maybe you're afraid you won't fit in.
Well, here's the good news.
For us, the days of fit in to get in are over and being different is not a barrier to getting ahead.
Greatness comes in all shapes, sizes, colors, and experience levels.
If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.
Your best life awaits.
Our Newest Opportunity:
OneDigital is one of the largest independent retirement plan advisors in the U.
S.
The OneDigital New England Retirement Plan Advisory Group is seeking to add a Director of Operations, Retirement Plan Services to our growing team.
As part of a 3-person operations team, this individual will help to support our 3 Retirement Plan Consultants and 110 Plan Sponsors that we are currently working with today.
We are looking for a Rockstar - someone who is passionate about exceeding client expectations and is a consummate team player! This candidate must be organized, attentive to details and a self-starter.
We are also interested in a professional that is consistently looking to improve what we do and how we do it for the good of all.
Prior experience supporting defined contribution plans is a must.
Responsibilities As part of a 3-person operations team, the Director of Operations, Retirement Plan Services will join forces with the existing team members and share in the following activities:
Provide guidance around compliance and administrative matters both to our Retirement Plan Consultants and Plan Sponsors Partner with recordkeepers, oversee problem resolution, errors and corrections Manage new client onboarding Manage plan conversions, mergers/corporate actions and implementations Manage participant rollovers Manage paperwork for client changes:
Recordkeeper agreements Service agreements Contact changes Establish all new clients and maintain existing clients in Salesforce CRM Manage vendor database Manage client reporting Manage meeting preparation / materials process Manage annual vendor due diligence and database Serve as liaison with home office as billing/invoice contact Attributes & Skills Exemplify a hospitality attitude.
Uphold the highest level of integrity and trust.
Demonstrate the values of teamwork, respect, accountability and tolerance in all aspects of professional conduct.
Be attentive, resourceful and solution-oriented.
Possess strong attention to detail and organization.
Ability to handle multiple client requests/tasks and projects.
Strong comfort level with technology and learning new programs.
Possess excellent oral and written communication skills.
Handle all sensitive and client information with respect and confidentiality.
Desired Education, Certification & Experience Education:
Bachelor's Degree in Business or Finance.
Experience:
Minimum of 7 years professional experience in 401(k) service provider or retirement plan consulting firm.
Thank you for your interest in joining the OneDigital team! Recommended Skills Administration Attention To Detail Billing Communication Confidentiality Consulting Estimated Salary: $20 to $28 per hour based on qualifications.
From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.
We understand that pursuing a new job is a big deal.
Maybe you're afraid you won't fit in.
Well, here's the good news.
For us, the days of fit in to get in are over and being different is not a barrier to getting ahead.
Greatness comes in all shapes, sizes, colors, and experience levels.
If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.
Your best life awaits.
Our Newest Opportunity:
OneDigital is one of the largest independent retirement plan advisors in the U.
S.
The OneDigital New England Retirement Plan Advisory Group is seeking to add a Director of Operations, Retirement Plan Services to our growing team.
As part of a 3-person operations team, this individual will help to support our 3 Retirement Plan Consultants and 110 Plan Sponsors that we are currently working with today.
We are looking for a Rockstar - someone who is passionate about exceeding client expectations and is a consummate team player! This candidate must be organized, attentive to details and a self-starter.
We are also interested in a professional that is consistently looking to improve what we do and how we do it for the good of all.
Prior experience supporting defined contribution plans is a must.
Responsibilities As part of a 3-person operations team, the Director of Operations, Retirement Plan Services will join forces with the existing team members and share in the following activities:
Provide guidance around compliance and administrative matters both to our Retirement Plan Consultants and Plan Sponsors Partner with recordkeepers, oversee problem resolution, errors and corrections Manage new client onboarding Manage plan conversions, mergers/corporate actions and implementations Manage participant rollovers Manage paperwork for client changes:
Recordkeeper agreements Service agreements Contact changes Establish all new clients and maintain existing clients in Salesforce CRM Manage vendor database Manage client reporting Manage meeting preparation / materials process Manage annual vendor due diligence and database Serve as liaison with home office as billing/invoice contact Attributes & Skills Exemplify a hospitality attitude.
Uphold the highest level of integrity and trust.
Demonstrate the values of teamwork, respect, accountability and tolerance in all aspects of professional conduct.
Be attentive, resourceful and solution-oriented.
Possess strong attention to detail and organization.
Ability to handle multiple client requests/tasks and projects.
Strong comfort level with technology and learning new programs.
Possess excellent oral and written communication skills.
Handle all sensitive and client information with respect and confidentiality.
Desired Education, Certification & Experience Education:
Bachelor's Degree in Business or Finance.
Experience:
Minimum of 7 years professional experience in 401(k) service provider or retirement plan consulting firm.
Thank you for your interest in joining the OneDigital team! Recommended Skills Administration Attention To Detail Billing Communication Confidentiality Consulting Estimated Salary: $20 to $28 per hour based on qualifications.
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