Retirement Plan Specialist

About this role

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs.

Essential Job Functions for this role include:

Service Plan Execution:

o Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery.

o Prepare Fiduciary Plan (Design) Review for meetings and delivery.

o Prepare Provider Review for meetings and delivery.

Advisor Support:

o Plan design and proposal preparation.

o Facilitate and navigate plan changes, including plan design, fund changes, etc.

o Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process.

o Transitioning clients – collaborate with advisors to ensure a seamless transition process.

Client Support:

o Answer inquiries regarding the plan from plan administrators/sponsors and participants.

o Ensure strong client satisfaction and retention from plan administrators/sponsors.

Provider Collaboration:

o Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians.

Knowledge, Skills, and Abilities:

Education:

o Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

o Minimum 3 years of financial industry related experience

o Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

o Notary designation a plus

Job Skills:

o Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

o Excellent verbal, written, analytical, and organization skills

o Technical and analytical training and ability to multi-task and manage multiple projects at once

o Ability to simplify…