Retirement Plan Coordinator Job at Mckinley Carter Wealth Services Inc, Wheeling, WV

WVpMK0dHRWJUOXBoQkxJK254NFUyRU8vMkE9PQ==
  • Mckinley Carter Wealth Services Inc
  • Wheeling, WV

Job Description

Job Description

Job Description

Description:


McKinley Carter Wealth Services (MCWS) is seeking an Retirement Plan Coordinator to join its high-caliber team of financial professionals. The ideal candidate possesses Series 65 licensure, has exceptional interpersonal and communication skills, and is proficient in navigating and leveraging technology. In conjunction with a genuine interest in helping others, this individual thrives in a fast-paced, high-performance work environment.

The Retirement Plan Coordinator will work under the guidance of the firm’s Directors of Retirement Plan Services and Non-Profit Advisory Services. Key job responsibilities include the preparation of reports and financial paperwork, ensuring fiduciary compliance, and supporting client education and business development efforts.

Primary Job Responsibilities:

  • Support Financial Strategists in the delivery of retirement plan and nonprofit advisory services. This includes but is not limited to preparing reports and fiduciary documents; confirming that plan sponsors and nonprofit clients are in compliance with fiduciary best practices; supporting employee education efforts; and providing support to plan participants.
  • Execute administrative tasks like scheduling, data entry, and filing with a discerning eye and minimal oversight.
  • Serve as the primary contact on all RPS and NAS operational matters such as billing and the coordination of various service providers.
  • Assist with the execution and delivery of client projects through independent research, analysis, etc.
  • Diligently monitor incoming RPS and NAS requests, acting with an appropriate level of urgency and escalating as needed.
  • Contribute to the firm's business development efforts, particularly those that may benefit the RPS and NAS service lines. This includes but is not limited to: contributing to the completion and delivery of RFPs; planning and attending events, etc.

Position Qualifications:

  • A minimum of five years’ experience in the financial industry. Retirement plan experience, including working with national record keepers (i.e. Voya, Empower, Fidelity) and software (i.e. Fi360, RPAG) strongly preferred.
  • Series 65 licensed and a commitment to deepening one’s knowledge in RPS and NAS through continuing education and certifications as determined by the firm.
  • Excellent interpersonal skills, with the ability to deal with clients and employees of varied backgrounds.
  • A strong communicator who is effective in using both written and oral communication to relay information, provide instruction, advance projects, build rapport, etc.
  • Organized, with a keen eye for detail, and the ability to prioritize.
  • Proficiency in general office technology and the capacity to leverage advanced and/or specialized software and tools.

About McKinley Carter Wealth Services

MCWS is dedicated to delivering exceptional client care by transforming clients’ financial instincts into actionable strategies and providing goal-focused behavioral coaching to build lasting financial confidence.

As an employer, MCWS has fostered a collaborative fast-paced work environment that has attracted a team of high-performing professionals. The company culture is one that celebrates collegiality, respect, inclusivity, and a healthy work-life balance.

Team members are empowered to pursue their career ambitions. The firm supports lifelong learning, is well equipped to nurture emerging talent, and has proven success in developing future leaders.

McKinley Carter's greatest asset is its people, and it invests heavily in their growth and well-being. Employee turnover is regularly lower than industry averages and extraordinary levels of employee engagement and satisfaction are recorded year over year.

MCWS is an equal opportunity employer. The firm offers competitive compensation and benefit packages, including health, dental, vision and life insurances, matching 401(k), and generous PTO.

Requirements:

Job Tags

Similar Jobs

Actalent

Senior Interior Designer Job at Actalent

 ...Job Title: Senior Interior Designer Job Description We are seeking a Senior Interior Designer with at least 7-10 years of experience...  ...requiring some days on-site in Rockville, Maryland and some days remote. Work Environment This position is in-office for the... 

Amazon.com Services LLC

Senior Social Marketing Manager - YA, Amazon MGM Studios / Prime Video Job at Amazon.com Services LLC

 ...DESCRIPTION Amazon MGM Studios is the home for talent, creating and producing Original films and television series for a global audience. Original series premiere exclusively on Prime Video, which is available in more than 240 countries and territories worldwide. Amazon... 

What Like You

Data Entry Clerk - Work at Home Job at What Like You

About the job Data Entry Clerk - Work at HomeWe are looking for people who are motivated to work from home and participate in paid research...  ...comes to paid research: you can either take part in person or online. This is a great way for you to make extra income at home and... 

Michael Page

Senior Quality Engineer- Medical Device- Greater Boston Job at Michael Page

We are seeking a Senior Quality Engineer with a minimum of 8 years of experience in a regulated industry, specializing in quality engineering for new product development, design controls, and risk management. The role requires expertise in ISO 13485, 21 CFR 820, and IEC... 

The Sports Facilities Companies

Facilities Maintenance Team Member - Emerald Acres Sports Connection Job at The Sports Facilities Companies

 ...FACILITY MAINTENANCE TEAM MEMBER - Emerald Acres Sports Connection Sports Facilities Management, LLC LOCATION: Mattoon, IL DEPARTMENT: MAINTENANCE...  ...and developing sports, recreation, wellness, and events facilities. We provide a highly collaborative and supportive...