Details
06/22/2018
Manager of Retirement Plan Services
Hamilton Capital Management, Inc.
Are you an experienced professional in helping business owners and their employees get the most of out their retirement plan options? Do you have a passion for service excellence, continuous improvement and strong communication skills? If so, we have a great opportunity for you.
Primary Position Responsibilities: Collaborate with advisory team, TPAs and recordkeepers to onboard all new retirement plans; Supervise activities of retirement plan specialist in servicing all retirement plans; Conduct annual plan reviews and on-site participant education meetings; Review and manage workflows and processes for plan onboarding and on-going service requirements; Document client service requests and issues resolution; Keep advisory team up-to-date on plan status and key client and third party communications; Learn and embrace firm’s investment approach and philosophy; Stay abreast of current retirement plan environment and regulations including relevant DOL, ERISA, fiduciary rules and collaborate with compliance department on all related requirements; Work with management to review and vet existing technology, TPA, recordkeeper and custodian relationships.
For more details, visit: https://hamiltoncapital.
