Insight Global
Location
Milwaukee, WI | United States
Job description
Job Description Insight Global is looking for an Administrator who has great knowledge of retirement plans and companies that offer them. This person will be responsible for compiling data from 12-15 different plans into one excel document. They will be working closely with a financial advisor confirming the correct plans are being consolidated. They will also be working directly with the firms to gather additional information regarding the plans and updating accordingly. From doing this, the advisors will then be able to recommend the correct plan for their customers. Skills and Requirements 3+ years of experience in an administration type role Experience with retirement plans 401K Simple IRA Pension Plan Experience with compiling data in excel. * Knowledge of retirement plan companies (Vanguard, Fidelity etc.) null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].
Job tags
Salary
