Retirement Plan Analyst

About the role

At Benetrends Financial, we help entrepreneurs and small businesses thrive through innovative retirement funding and administration solutions. Our team is driven by integrity, professionalism, and a genuine commitment to providing exceptional client service. If you’re looking for a place where your work truly makes a difference — you’ve found it. This is a Remote Position: Must live in one of the states- AZ, CA, CO, FL, GA, IA, MD, MI ,MN, NC, NY, NJ, OH, PA, SC, TX, UT,LA.

Responsibilities

• Assist with administering Retirement plans and other qualified retirement plans
• Communicate with clients, financial advisors, and internal teams
• Review plan data to ensure accuracy and compliance
• Prepare annual plan reports and documentation
• Help troubleshoot client questions and deliver excellent service
• Manage multiple tasks and deadlines with strong attention to detail
• Contribute to a team oriented, client focused environment

Requirements

A bachelor’s degree, ASPPA credentials, or an equivalent combination of education and experience. If you’re a recent graduate or looking to start a new career in retirement plan administration, we’re happy to train you!

Skills

• Great customer service skills — you’re comfortable communicating with clients, following up, and helping resolve issues.
• Some understanding of retirement plan administration and IRS rules is helpful but not required if you’re eager to learn.
• Strong organizational skills, attention to detail, and ability to manage several projects at once.
• Proficiency in Microsoft Office 365.
• Excellent written and verbal communication skills.
• Ability to present information clearly and respond to questions from clients and coworkers.
• Comfortable collaborating with a team and also working independently.

Benefits

• Pension Pro experience is a plus but not required.
• Training and support for ASPPA and other industry certifications.
• Opportunities for long term growth within the company.
• Medical, Dental, and Vision benefits.
• Short and Long Term Disability.
• 401(k) plan.
• Paid time off and company holidays.
• A friendly, team oriented work environment.
• Supportive leadership and professional development.