Job Description
One of our large wealth management clients is seeking 2 Small IRA Plans Associates to join the IRA/Small Plans team in Philadelphia, PA. This is a 6-month contract (possibility of extensions) that sits fully on-site in Center City, Philadelphia. This role focuses on providing support for Individual Retirement Accounts (IRAs) and works closely with Financial Advisors and clients to manage and service these retirement plans. This role encompasses administrative and service support within Middle Office/Operation, reviewing queues as requests come in from the firm's branch offices as well as exception reports that are generated every morning. This individual will be fielding calls from financial advisors addressing questions and resolving issues related to their plans.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- 1 year of working experience in an office setting
- IRA Retirement Plan knowledge
- Microsoft Office and Outlook experience
Nice to Have Skills & Experience
- Bachelors Degree in Finance, Accounting or Related Field
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.