Retirement Plan Documentation Expert

OverviewJoin to apply for the Plan Documents Specialist role at Invisible Expert Marketplace.Vestwell is expanding and we're excited about adding a Specialist to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated specialist to...

Job Description:We are seeking a skilled Financial Advisor to provide expert financial planning, create personalized financial plans, and assist with retirement planning. The successful candidate will have experience with investments, strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work...

At the forefront of innovation, forward-thinking professionals play a pivotal role in shaping the future.We are seeking a seasoned Financial Planning Expert to join our finance organization. This position offers a remote work arrangement with flexible U.S. Central Time hours. As a key partner to finance leaders across major U.S. cities, you'll drive...

Job OverviewAbout the RoleWe seek a seasoned financial expert to provide personalized financial planning and guidance to clients.The ideal candidate will have strong analytical skills, excellent communication skills, and the ability to work independently.Analyze financial data and develop comprehensive financial strategies for clients.Stay up-to-date with...

Job DescriptionWe are seeking a skilled and detail-oriented Specialist to join our Document Compliance Team. As a key member of this team, you will play a crucial role in assisting with plan document drafting, amendments, restatements, and plan setup.The ideal candidate will have prior experience supporting plan design and plan document services for 401(k)...

Implementation Operations Specialist: A Key Role in Retirement Fin-Tech TransformationJob Overview:The Invisible Expert Marketplace is seeking an entry-level Implementation Operations Specialist to join its growing team. This individual will play a vital role in transforming the retirement Fin-Tech space by ensuring timely and accurate setup of new plans...

Implementation Operations Specialist RoleWe are looking for a highly skilled Implementation Operations Specialist to oversee the entire plan installation operations process.This specialist will ensure timely and accurate setup of new and transitioning plans onto our platform, working closely with internal teams to meet expected timelines.Key...

Plan Documents SpecialistThe Plan Documents Specialist plays a crucial role in assisting operations teams with plan document drafting, amendments, restatements, and plan setup. This dedicated specialist works closely with onboarding, retirement plan administration, client success, and employer services teams to assist with plan design review, drafting plan...

We are seeking an exceptional Financial Expert to join our team. As a key member of our organization, you will be responsible for providing expert financial planning services to clients, creating personalized financial plans, and assisting with retirement planning and investments.The ideal candidate will possess strong analytical and problem-solving skills,...

Key responsibilities of the Administration Assistant role include maintaining CRM data, generating reports and performing administrative tasks related to financial planning.About the RoleYou will be responsible for compiling data, drafting letters and documents as needed.Data entry into our CRM and Document Management tools.Maintaining CRM client information...