Retirement Plan Support Specialist

UMB Financial Corporation

Base: $57,760.00 - $124,170.00; bonus/equity: annu...
Not specified
Bachelor's degree in business or finance
3-5 years financial services experience
Proficiency in microsoft excel and powerpoint
UMB Financial Corporation is seeking a Retirement Plan Support Specialist to provide comprehensive support to its Retirement Plan Advisors team, focusing on sales, client onboarding, and ongoing service. The ideal candidate will have a background in financial services, strong analytical skills, and proficiency in Microsoft Office

Matching Summary

Match Score: 85

UMB Financial Corporation is seeking a Retirement Plan Support Specialist to provide comprehensive support to its Retirement Plan Advisors team, focusing on sales, client onboarding, and ongoing service. The ideal candidate will have a background in financial services, strong analytical skills, and proficiency in Microsoft Office.

Salary

Base: $57,760.00 - $124,170.00; Bonus/Equity: Annual incentive pay included; Benefits: 401(k) matching, medical, dental, vision, PTO

Skills & Requirements

Must-have

  • Bachelor's degree in Business or Finance
  • 3-5 years financial services experience
  • Proficiency in Microsoft Excel and PowerPoint
  • Understanding of retirement plan investments
  • Experience with FI360 benchmarking software

Nice-to-have

  • Strong interpersonal communication skills
  • Ability to work independently and in teams
  • Detail-oriented with high accuracy
  • Knowledge of ERISA regulations
  • Experience with third-party recordkeepers

Key Requirements

  • Bachelor's degree in Business Administration, Management, Economics, or Finance
  • 3-5 years within the financial services industry
  • Proficiency in Adobe suite and Microsoft Office

Work Rights

Not specified

Tailored Resume

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