Retirement Plan Specialist

Job Summary: The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The role reports to the Retirement Plan Manager and involves plan design support, meeting preparation, and liaison with plan providers. Essential Job Functions: Service Plan Execution Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. Prepare Fiduciary Plan (Design) Review for meetings and delivery. Prepare Provider Review for meetings and delivery. Advisor Support Plan design and proposal preparation. Facilitate and navigate plan changes, including plan design and fund changes. Onboard new clients – collaborate with sales team to ensure a seamless onboarding process. Transition clients – collaborate with advisors to ensure a seamless transition process. Client Support Answer inquiries regarding the plan from plan administrators, sponsors, and participants. Ensure strong client satisfaction and retention from plan administrators and sponsors. Provider Collaboration Communicate with recordkeepers, third‑party administrators (TPAs), and custodians. Knowledge, Skills, and Abilities: Education Bachelor’s degree or equivalent, preferably in Business, Economics, Accounting, or Finance. Experience Minimum 3 years of financial industry related experience. Experience interacting with individuals at all income levels in a professional and confidential manner. Certifications Notary designation is a plus. Job Skills Self‑motivated and well‑organized with demonstrated ability to work independently and in a team. Excellent verbal, written, analytical, and organizational skills. Technical and analytical training with ability to multi‑task and manage multiple projects. Ability to simplify complex issues and communicate them clearly and concisely to advisors and clients. Results‑oriented with proven ability to thrive in a fast‑paced environment. High attention to detail and ability to see tasks from concept to implementation. Proficiency with RPAG, Salesforce and MS Office Suite. Flexible, reliable, trustworthy and confidential. Work Schedule: Standard business hours, Monday through Friday from 8 AM to 5 PM. The role may require early or late hours to meet deadlines across multiple time zones. Non‑exempt employees must record working time daily and complete a 30‑minute unpaid lunch period. Working Conditions: The position may be in a professional office or a dedicated home office space, free from interruptions. Basic technology will be provided. The role involves routine sitting and standing for periods of time. Compensation: Base Pay Range: $31,000—$36,000 USD. Eligible for incentive compensation through Mercer Advisors’ incentive program. Benefits: Company‑Paid Basic Life Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three Cigna medical plan options including two High Deductible Health Plans and one Traditional Co‑Pay plan Kaiser Medical plans in California Health Savings Account (HSA) with company contributions for eligible HDHP plans Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care 14 Company‑Paid Holidays, including a week off at Thanksgiving Generous paid time off for vacation and sick days Employee Assistance Program Family Medical Leave Paid Parental Leave (8 weeks) Maternity benefits including STD and parental leave Adoption Assistance Reimbursement Program Company‑Paid Concierge Services 401(k) Retirement Plan with Traditional, Roth, and after‑tax options and matching per pay period Pet Insurance Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements. #J-18808-Ljbffr