Hunnex & Shoemaker
Retirement Plan Administrator (Phoenix)
Hunnex & Shoemaker, Phoenix, Arizona, United States, 85003
Company Description
Hunnex & Shoemaker, a family-owned business, has been providing retirement plan consulting and administration services since 1977. Dedicated to helping organizations secure their employees' futures, the company specializes in designing tailored retirement plans and delivering reliable, personalized service. With over four decades of expertise, Hunnex & Shoemaker focuses on fostering trust and long-term relationships. Their commitment ensures financial security and peace of mind for clients and their employees.
Role Description
This is a full-time, on-site role based in the Greater Seattle Area for a Senior Consultant. The Senior Consultant will work collaboratively with clients to provide strategic retirement plan consulting and administration services. Day-to-day responsibilities include designing and managing tailored retirement plans, conducting compliance reviews, preparing reports, and communicating regulatory updates to clients. The role also involves fostering strong client relationships by delivering high-quality service and guidance.
Qualifications
Proficiency in Retirement Plan Design, Plan Administration, and Compliance Management Strong Analytical Skills, Report Preparation, and Data Analysis Expertise Exceptional Communication, Client Relationship Building, and Presentation Skills Ability to Stay Updated on Financial Regulations and Industry Standards Attention to Detail, Organizational Skills, and Problem-Solving Abilities Experience with retirement plan systems and related software is highly beneficial Bachelors degree in Finance, Business Administration, or a related field is preferred Relevant certifications such as QKA, QPA, or CPC are advantageous
Hunnex & Shoemaker, a family-owned business, has been providing retirement plan consulting and administration services since 1977. Dedicated to helping organizations secure their employees' futures, the company specializes in designing tailored retirement plans and delivering reliable, personalized service. With over four decades of expertise, Hunnex & Shoemaker focuses on fostering trust and long-term relationships. Their commitment ensures financial security and peace of mind for clients and their employees.
Role Description
This is a full-time, on-site role based in the Greater Seattle Area for a Senior Consultant. The Senior Consultant will work collaboratively with clients to provide strategic retirement plan consulting and administration services. Day-to-day responsibilities include designing and managing tailored retirement plans, conducting compliance reviews, preparing reports, and communicating regulatory updates to clients. The role also involves fostering strong client relationships by delivering high-quality service and guidance.
Qualifications
Proficiency in Retirement Plan Design, Plan Administration, and Compliance Management Strong Analytical Skills, Report Preparation, and Data Analysis Expertise Exceptional Communication, Client Relationship Building, and Presentation Skills Ability to Stay Updated on Financial Regulations and Industry Standards Attention to Detail, Organizational Skills, and Problem-Solving Abilities Experience with retirement plan systems and related software is highly beneficial Bachelors degree in Finance, Business Administration, or a related field is preferred Relevant certifications such as QKA, QPA, or CPC are advantageous