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23Jan

Retirement Services Assistant

Honkamp Krueger Financial Services, Inc, Dubuque, IA

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2016) is seeking a retirement services assistant to provide administrative support to the retirement plan services team.

Key responsibilities:

  • Handle incoming phone calls and emails entailing routine plan sponsor and participant inquiries
  • Perform administrative tasks including correspondence and mailings to clients, participants and internal partners
  • Update Client Relationship Management database with all client communications
  • Prepare presentation materials
  • Prepare paperwork and support participant requested transactions in recordkeeping system
  • Coordinate travel arrangements

 

The ideal candidate:

We’re interested in organized individuals who are passionate about providing excellent client support. The retirement services assistant will have the ability to anticipate the needs of management and team members and resolve administrative issues.

This role requires:

  • Associate degree preferred
  • At least 1 year of financial services experience
  • Strong computer skills

 

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401(k) Plan. Our benefits package includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs

EOE

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Job Details

Req Num --
ID 551627
Location
Dubuque, IA
Positions 1
Type
--
Status
--
Pay --
Categories
Clerical/Office Administration
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Holidays

Preferred Candidates

Years of Experience --
Education --

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