Oaks, PA - Nov 27
... service team which includes: transaction processing, alliance relationship management, the technology teams and compliance. Provide service and ... the administration / record keeping of retirement plan(s), consulting with clients regarding plan enhancements and plan document changes. Supporting the dissemination and discussion of plan-level reporting with plan sponsors, offer suggestions and solutions to streamline the administration of their retirement plans. Manage communication to and from the client as well as manage projects as appropriate. Meet with clients on-site at the alliance office as well as on-site client visits and presentations as needed. Requirements: A Four year college degree in business, finance, accounting ...
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