OneDigital
Part-Time Retirement Plan Associate
Pensacola, FL · Part-time
Sponsorship not specifiedDetected 20 days ago
Data AnalysisSalesforceExcelResearchCommunicationMicrosoft Office
About the role
- When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list.
- We also provide personalized financial planning and investment services to help families succeed in every stage of life.
- You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
Responsibilities
- Develop basic plan review meeting materials to support client communication, collaborating with senior colleagues.
- Support new business and lost business processes by assisting with data entry and ensuring accurate submission and monitoring.
- Provide general support to advisors and clients by resolving basic administrative issues and directing complex inquiries to senior team members.
- Learn and manage reminders to clients regarding fiduciary and financial academy opportunities.
- Update Salesforce data related to plan design, contacts, and marketing distribution with oversight from the team.
- Manage personal productivity in Salesforce and contribute to team success.
- Support the implementation of Workplace to Wealth strategies, working with the team.
Requirements
- Experience with data analysis and reporting tools.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Ability to adapt to a rapidly changing business and technology environment.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
Nice to have
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
Compensation
- Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.
Benefits
- Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working.
- 0-2 years of experience in retirement plan operations or a similar role
- We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.
Equal opportunity
- equal opportunity employer.
- A copy of the Federal EEO poster is linked here.
Visa & Work Authorization
- If you have concerns about our use of AI, you may opt out where laws allow.
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This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.