Retirement Plan Consultant

• Exhibit strong consultative abilities to guide decision-making and problem-solving.
• Demonstrate exceptional attention to detail and highly developed organizational skills.
• Display excellence in both written and verbal communication.
• Prioritize time management to meet deadlines and maintain project timelines.
• Maintain a professional and positive demeanor when interacting with colleagues.
• Ensure timely follow-up on outstanding items with internal teams.
• Proficient in reconciliation processes to ensure accuracy and integrity of data.
• Thrive in both independent and team-based work environments, especially in fast-paced settings.
• Possess strong analytical skills to assess situations, provide effective solutions, and reconcile discrepancies.

• High School Diploma or GED required
• Minimum 2 years of experience in a financial services operations environment
• Broad knowledge of the retirement plan industry, willingness to obtain ASPPA QKA designation or NIPA equivalent

As a remote-first company, we have compiled expectations for a successful remote work environment:

• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing. Familiarity with Microsoft Teams is a plus
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Definiti has a dynamic, growth-focused culture, and we are committed to offering attractive employee-centric benefits, including:

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday

• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility