Client Support Specialist- Retirement Planning

About the role

Position Overview A financial planning firm is seeking an analytical, detail-oriented Retirement Plan Analyst to support Retirement Plan Advisors. This role prepares plan reviews, analyzes retirement plan data, coordinates with service providers, and develops accurate, client-ready materials for advisor and participant meetings.

What you'll do

• Prepare reports, analyses, recommendations, and presentations for retirement plan reviews and advisor meetings.
• Coordinate with recordkeepers and third-party administrators (TPAs) to obtain plan data, fee information, participant metrics, investment reports, compliance materials, proposals, service agreements, and pricing.
• Analyze plan performance, investments, fees, provider services, participant engagement, and benchmarking data to identify opportunities to improve outcomes and service delivery.
• Support prospect research and due diligence through fee benchmarking, service comparisons, and presentation materials.
• Assist with plan implementations, transitions, and ongoing client service in partnership with advisors, operations teams, and service providers.
• Document and maintain workflows and procedures, and recommend improvements to efficiency, accuracy, and consistency.
• Research retirement plan administration, compliance requirements, participant issues, industry developments, financial markets, and regulatory changes.
• Prepare for participant meetings by gathering statements, contribution information, plan design details, and other relevant data; verify materials for accuracy before meetings.
• Perform other duties as assigned.

What you'll bring

• Strong analytical, research, critical-thinking, and problem-solving skills, with the ability to interpret financial, investment, and participant data.
• Knowledge of qualified retirement plans, including 401(k) plan design and administration.
• Excellent organization, attention to detail, and ability to manage multiple deadlines.
• Strong written and verbal communication skills, including experience preparing reports and client-facing presentations.
• Proficiency in Microsoft Office, particularly
• Excel and PowerPoint.
• Experience supporting qualified retirement plans, retirement plan consulting, financial services, or wealth management operations, including data analysis and reporting.
• A bachelor's degree in Finance, Business, Economics, Accounting, or a related field is preferred.
• Experience with recordkeepers, TPAs, investment analysis, fee benchmarking, provider evaluation, workflow improvement, or advisor presentation materials preferred.
• Work Environment and Growth This role involves extended computer work, reviewing financial and electronic materials, using standard office technology, and participating in meetings by phone, video, email, or in person.
• Success in the position may lead to broader client service responsibilities and leadership opportunities. Compensation and

Benefits

• Salary of $65,000–$70,000 and a discretionary bonus
• Four weeks of paid time off, sick time, and parental leave
• Benefits including a 401(k), short- and long-term disability coverage, medical and dental coverage, and retirement plan benefits
• Professional development support
• Location On-site in Reston, VA; Richmond, VA; or Louisville,
• Health insurance Paid time off
• Retirement plan Vision insurance