Description
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit
www.wealthspire.com
.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.
Position Summary:
This position provides direction to plan sponsors to design and maintain a qualified plan to meet client needs.
Also serve as a technical resource for research and plan analysis projects for both internal and external clients.
Essential Duties and Responsibilities:
Perform retirement plan administration and consulting with a block of clients
A-Z Plan Administration for block of defined contribution retirement plans
Review, process and/or approve participant distribution and loan requests
Reconcile trust assets and contribution
Assist clients and participants with navigation of plan sponsor and participant secure recordkeeping portals
Perform non-discrimination and compliance testing
Calculate and allocate employer contributions
Consult with client regarding timely deposit/remittance of deferrals and employer contribution
Complete, review, provide audit support for and file appropriate government forms 5500, 5330, 8955-SSA, 1099-R, and related schedules
Develop effective working relationships with clients, internal and external advisors, recordkeepers and auditors supporting those mutual client relationships
Ensure clients adhere to Government filing and regulatory requirements
Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor and their advisors and recordkeeping partners
Review, analyze and summarize data in succinct, clear and written communication using Microsoft office tools to support our Advisors, Consultants and Plan Administrators
Maintain and expand ERISA compliance and software knowledge
Comply with continuing education requirements; participate in professional organizations, independent study, etc.
Integrate new knowledge and skills into daily work and share with colleagues as appropriate.
Recognize opportunities for new business development
Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
Other duties as needed to support clients, team members, internal partners and external vendors, advisors and auditors
Qualifications:
Bachelor’s degree in a specialized field such as business administration, business analytics, mathematical economics, finance, and/or other related fields of study. Experience in lieu of degree will be considered.
Three (3) to five (5) years of directly related work experience in the field of retirement plan administration and consulting.
Possession of professional credentialing including but not limited to:
American Society of Pension Professionals (ASPPA) Qualified 401k Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401k Consultant (QKC) and/or Qualified Pension Administrator (QPA) designations
National Institute of Pension Administrators (NIPA) Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA) and/or Accredited Pension Representative (APR)
Internal Revenue Service (IRS) Enrolled Retirement Plan Agent (ERPA)
National Association of Pension Advisors (NAPA) Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC)
FT Willliam Administration and PensionPro software experience preferred. Strong working knowledge of Microsoft Excel, Outlook, and Teams would be extremely beneficial to success in the position.
Effective oral, written and interpersonal communication skills. Proven organizational and problem-solving skills. Communicate interactively with team members and other support staff.
A sense of urgency and a commitment to timely completion of projects. Attention to detail along with a commitment to quality and confidentiality. Demonstrate ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy.
Working Conditions:
Workload varies significantly to meet client demands and may require extended work hours, including evenings and weekends. Fluctuations may present occasional opportunities to be absent from the workplace or to work reduced hours from the standard work week.
Position may require limited overnight and/or local travel.
Workload and client expectations create tight deadlines and the need to work under pressure. The project team environment and associated team effort serve to lessen the pressure on any one individual.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $x64,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.