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Lutz Financial + 401(k) Relationship / Account Manager

Lutz Omaha, NE
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Job Description

Lutz Financial + 401(k) Relationship / Account Manager

THE COMPANY

Lutz Financial is a SEC registered investment advisory firm that services high net worth clients.  As an affiliate of Lutz, a leading Midwest business solutions firm, our team has over 100 years of combined experience that is focused on enhancing our clients’ lives through a combination of technical expertise, attention to detail, and the desire to truly understand what matters most to our clients.  We say that we “mind what matters”, this is true in how we approach our clients, their families and businesses.

 

THE POSITION

A 401(k) Relationship / Account Manager works closely with our 401(k) Lead Adviser as the primary contact between the Record Keepers, Third-Party Administrators, banks, sponsor companies, clients and Lutz Financial internal departments.  This individual act as primary point of contact for retirement plan onboarding and daily processing; he or she will provide problem resolutions to inquiries as they arise. We are seeking an experienced retirement plan account manager whose day to day functions will include answering questions received via phone and email from provider clients, provides timely and accurate information and issue resolution, conducts research, and facilitates the processing of all requests.  Strong knowledge of retirement plans and features is critical.  This individual will need to effectively communicate the business proposition, features, and requirements of plans, brokerage services, and assist participants in their individual retirement plan client experience.

 

      RESPONSIBILITIES

  • Input, maintain and update client account data
  • Administers RPAG access and updates for Retirement plan provider clients
  • On-going management and support of Plan Administrators and Sponsors
  • Lead and facilitate on-boarding of new clients
  • Generate and execute paperwork for plan sponsors, third-party administrators, record keepers, clients, advisers, and custodians
  • Initiate, coordinate and oversee the transfer of client/plan assets
  • Gather data and generate ad hoc reports as requested by advisers
  • Assistance with plan investment monitoring process
  • Ability to facilitate participant and employee education and enrollment meetings
  • Facilitate client annual review meetings.
  • Ability and willingness to generate new prospects and clients

 

      REQUIREMENTS

  • Bachelor’s degree/undergraduate degree in business, economics, or finance
  • 3+ years of prior financial services industry experience with an emphasis on 401(k) plan design concepts
  • Prior experience working with plan sponsors and participants
  • Understanding of retirement plan fiduciary best practices
  • Strong relationship management and interpersonal communication skills
  • Ability to multitask with high attention to detail; proactive work ethic
  • Display initiative and willingness to learn quickly and adaptively
  • A team-centric mentality
  • A qualified candidate will be able to efficiently navigate: RPAG, Junxure, Orion, Schwab, TD Ameritrade, all Microsoft Office programs; and easily navigate web browsers
  • CRPS preferred after 12 months

      Chartered Retirement Plans Specialist (CRPS) is a credential for those who create, implement and maintain retirement         plans for businesses. Successful applicants earn the right to use the CRPS designation with their names for two years.

 

HOW TO APPLY

For confidential and prompt consideration, go to www.lutz.us/apply.  You may also call Caitlin Cain at 402.769.7051 or send your resume to ccain@lutz.us.  We understand confidentiality is extremely important; your resume will NOT be forwarded without your permission.

 

 

MIND WHAT MATTERS AT LUTZ

Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2018

Awarded “Best Places to Work in Omaha” by the Omaha Chamber, 2017

Awarded “Omaha’s Business in Excellence Award” by the Omaha Chamber, 2016

Voted “Best of the Best” and a “Top 200 Firm” by Inside Public Accounting, 2016

Named “Regional Leader in the Midwest” by Accounting Today, 2016

Received an Edge Award for “Internal Technology Innovation” by LEA Global, 2015

Awarded “Best Places to Work for Millennials” by The Center for Generational Kinetics, 2015

Job Number - 4527CC

Job Details

Date Posted November 9, 2018
Date Closes December 9, 2018
Located In Omaha, NE
Department Financial
Function 401 Account Management Financial
Job Type Full-time Employee
Start Date Immediately
SOC Category 13-2052.00 Personal Financial Advisors
Zipcode 68154
Name Katie Valasek
Address 13616 California Street
City, State and Zip Omaha, NE 68154
Phone 402-778-7989

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Flexible Spending Accounts
  • Profit Sharing
  • Accidental Death and Dismemberment
  • Dental
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Medical
  • Professional Liability
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Discounts on Employer Merchandise & Services
  • Employee Referral Program
  • Financial Planning
  • Flexible Hours
  • Holiday Party
  • On-the-Job Training
  • Paid Holidays
  • Paid Vacations
  • Remote Access
  • Time-off to Pursue Interests
  • Unpaid Leaves of Absence
  • Wellness Program
  • Achievement Awards
  • Bonus Plan
  • Corporate Perks
  • Employee Ownership
  • Merit Increases
At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Flexible Spending Accounts
  • Profit Sharing
  • Accidental Death and Dismemberment
  • Dental
  • And More ...
Location