OneDigital
Retirement Plan Analyst
Richmond, VA
Sponsorship not specified$55k-$60kDetected 13 days ago
Data AnalysisExcelResearchPublic SpeakingOrganizational SkillsMicrosoft 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.
- This role provides tailored services to its clients and specializes in both the corporate and not-for-profit sectors.
Responsibilities
- Develop and draft proposals and responses to RFPs
- Perform data analysis and create necessary reports
- Plan design and fee benchmarking tools
Requirements
- High level of proficiency skills in Excel, Word and PowerPoint
- Strong interpersonal skills, organizational skills and ability to multitask
Compensation
- The typical base pay range for this role nationwide is $55,000 to $60,000 per year.
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.
- OneDigital is looking for a knowledgeable and experienced individual within the employee benefits and/or retirement plan industry to join its award-winning, and dedicated team.
- 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.