Hamilton Capital Management is nationally acclaimed and one of the region’s largest and fastest-growing independent, fee-only, registered investment advisory firms. Our Retirement Plan Services group specializes in providing investment management services to employer-sponsored qualified retirement plans. We seek an exceptional candidate who has a passion for excellence to provide administrative and client support as we actively grow this business line. This individual will conduct forward-facing client services interactions with plan sponsors, third-party administrators, and internal staff for plan implementation, servicing, and day-to-day operations.
Position Benefits • Supportive, flexible, people-oriented culture and a professional yet family atmosphere • Individual contribution and innovation is encouraged and recognized • Personal and career development opportunities • Competitive base salary commensurate with experience • Incentive Plan • Excellent benefits, including a 401(k) plan with employer contribution
Primary Position Responsibilities • Master client relationship management system functions and capabilities to effectively coordinate client tracking, deliverables, and reporting • Communicate plan onboarding process to plan sponsors and advisors • Establish new accounts and facilitate account transfers • Perform administrative tasks such as scheduling meetings, preparing client presentations and plan documents, administering client mailings, preparing Welcome Folders and Enrollment Kits, managing the e-mail account and maintaining client records • Organize client appreciation initiatives/events
Position Requirements • Bachelor’s or Associate’s degree (or equivalent experience) required, with an emphasis in business, communications or related field • Experience in a professional customer service environment required, with specific experience in 401(k) plan management, financial services, or the investment industry preferred • General understanding of qualified retirement plans preferred • Detail-oriented and able to manage multiple projects within tight deadlines • Strong interpersonal, communication, and customer services skills • Excellent organizational and computer skills
For confidential consideration, e-mail your resume in PDF form only to recruiting@hamiltoncapital.com