MetLife is looking for an experienced and highly motivated Retirement Plan Specialist to join our team. This individual will be responsible for providing excellent customer service to our clients and ensuring that their retirement plans are maintained in compliance with all applicable laws and regulations. The successful candidate will be a detail-oriented professional with excellent organizational skills and the ability to manage multiple tasks.The ideal candidate will possess a Bachelor’s degree in finance, accounting, or a related field, along with at least 5 years of experience in the retirement plan industry. The Retirement Plan Specialist must have a working knowledge of plan administration, regulatory requirements, and financial services. Additionally, the successful candidate must have a strong customer service orientation and excellent communication skills. If you are looking for a challenging and rewarding opportunity with a leading provider of retirement plans, we would love to hear from you!
Responsibilities:
- Provide excellent customer service to clients and ensure retirement plan compliance with applicable laws and regulations.
- Maintain accurate records of retirement plans and ensure that all relevant procedures are followed.
- Respond promptly to customer inquiries and resolve any problems or complaints.
- Develop and implement strategies to optimize retirement plan performance.
- Monitor retirement plan performance and make changes or adjustments as needed.
- Develop and maintain relationships with clients and third-party vendors.
- Analyze financial information and develop reports to identify trends and opportunities for improvement.
- Prepare and present retirement plan reports to clients and other stakeholders.
- Participate in industry events and conferences to stay abreast of changes in the retirement plan industry.
- Provide training and support to colleagues and other team members.
Strong Analytical Skills
Ability To Work Independently And As Part Of A Team
Proficient In Microsoft Office Suite
Excellent Customer Service Skills
Bachelor’s Degree In Finance
Superior Communication Skills
- Years Of Experience In Retirement Plan Administration
Knowledge Of Irs And Dol Regulations
Risk Management
Financial Planning
Compliance
Investment Management
Client Relations
Portfolio analysis
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Insurance Planning
Retirement Solutions
Fund Allocation
Retirement Calculations
(K) Strategies
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
self-motivation
Creative Thinking
Teamwork
Adaptability
According to JobzMall, the average salary range for a Retirement Plan Specialist in Chicago, IL, USA is between $49,000 and $103,000 per year. The salary range is typically based on a combination of factors such as experience, education, certifications, and other job-related qualifications.
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MetLife, Inc. provides insurance and financial services to individual and institutional customers. It offers life insurance, annuities, automobile and homeowner's insurance and retail banking services to individuals as well as group insurance, reinsurance and retirement and savings products and services. The company operates its business through six segments: Retail, Group, Voluntary and Worksite Benefits, Corporate Benefit Funding, Latin America, Asia, and Europe, the Middle East and Africa.
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