Education & Plan Conversion Specialist (Retirement Plans)

Position Summary

The Education & Plan Conversion Specialist will provide assistance with employer-sponsored retirement plans to plan sponsors and employees of both governmental and corporate clients.

Key Responsibilities

• Counsels and educates participants in employer-sponsored retirement plans (457(b), 401(k), 401(a), 403(b))
• Liaises with clients and vendors for plan conversions
• Coordinates communications with plan participants, including planning and attending enrollment meetings, education sessions, and written communications
• Supports individual participant requests, such as withdrawal requests, website access, allocation changes, QDRO’s, etc.
• Engages/Communicates proactively with retirement plan clients on general follow-ups
• Participates in plan reviews
• Summarizes meetings and next steps to Firm Partners
• Creates and manages fund change processes with record-keepers and reviews fund changes for accuracy
• Joins teams to support clients with annual plan activities like audits, testing census requests, 5500’s, fee disclosures, etc.
• Completes ad-hoc projects and assignments as requested

What You Bring To The Table

• Bachelor's degree or five (5) years of relevant experience
• Series 65 or 66 required
• Highly proficient at PowerPoint and Word, basic to moderate Excel skills
• Previous experience providing training to plan participants
• Previous experience responding to and following up on participant requests
• Ability to work in a fast-paced environment
• Demonstrated experience working with record-keepers and TPA’s in plan builds, audits and customer service
• Demonstrated oral and written communication skills and the ability to interact with individuals of all levels inside and outside of the organization
• Ability to work collaboratively in a team environment

Required Experience

• 2-5 years of relevant experience

Required Travel

• Up to 25%

Required Education

• Bachelor's degree (4-year degree)

Department

Account Management & Service

Required

Experience: 2-5 years of relevant experience

Benefits

• Comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions

Equal Opportunity Employer

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions. We are an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

Contact Information

To apply, please visit www.hubinternational.com/careers. For accommodation requests, please contact the recruiting team at HUBRecruiting@hubinternational.com.