Qualified Plans Specialist

Qualified Plans Specialist

As a Qualified Plans Specialist, you will be responsible for providing administrative support for qualified retirement plans at Orion Portfolio Solutions. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you'll get to :

• Perform general administrative duties including filing, emailing advisors, data entry, faxing, copying, scanning, and mailing to support qualified plans at Orion
• Process and follow up on new paperwork for qualified plans, including 401(k), 403(b), 457, Solo(k), Defined Benefit and SEP / Simple IRAs
• Field calls from investment representatives regarding new business forms, processes or status
• Follow-up continuously with advisor when processing an order to ensure representatives are informed during each step of new business process
• Ensure timely receipt of missing information or items required to complete new plans or plan changes
• Maintain a daily routine to ensure all new plan functions and maintenance have been completed
• Collaborate with vendors, representatives and / or internal clients to resolve issues regarding processing of new accounts
• Complete various operational duties and projects (data entry, mailings, processing checks, etc.) assigned by manager
• Cross-train on all related account types and provide back-up support as needed

We're looking for talent who :

Salary Range : $20.67 - $29.57

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNAwe innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.