Vanguard
Financial Plan Reporting Consultant
Malvern, PA
Sponsorship not specifiedDetected 4 days ago
Financial AnalysisAccountingCommunicationCollaborationTime ManagementGAAPFinancial Reporting
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odds of building a lasting career here
36Risky
Cap-exempt (no lottery)0
Sponsors this role75
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Monitors, analyzes, and reports on project performance.
- To work for the long-term financial wellbeing of our clients.
Responsibilities
- Exhibits communication skills, both written and verbal, to address technical questions and create an exceptional client experience.
- Identifies improvement areas, automation solutions, and independently organizes and executes project plans to create win-win outcomes for Vanguard and clients.
- Provides direction and motivation to project team members and is accountable to deliver outcomes.
- Builds trust and holds self and teammates accountable for team outcomes.
- Participates in special team / cross-team projects and performs other duties as assigned.
Requirements
- Undergraduate degree or equivalent combination of training and experience
- Working knowledge of recordkeeping systems and functions
- Excellent organizational and time management skills with the ability to prioritize and multitask
- Minimum of two years related work experience include leading projects
- Excellent verbal and written communication skills
- Ability to influence and guide business partners, and exercise good judgement in decision making
- Working knowledge of retirement plans and investment performance data
- Special Factors
- Sponsorship
- Vanguard is not offering visa sponsorship for this position.
- About Vanguard
- At Vanguard, we don't just have a mission-we're on a mission.
- To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
Compensation
- Prepares and reviews annual financial reporting packages, 5500s, 8955-SSAs, and SARs for Vanguard clients.
Company info
- About Vanguard At Vanguard, we don't just have a mission-we're on a mission.
- Provides training and technical guidance to a global team of administrators who prepare financial reporting packages and Form 5500 tax filings.
Visa & Work Authorization
- Vanguard is not offering visa sponsorship for this position.
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This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.