Pension Consultants, Inc

You:

Feel the financial industry needs a good cleaning

Believe getting the little things right leads to getting the big things right

Take responsibility by owning your successes and mistakes

Enjoy the process of pursuing excellence as much as the results

We:

Relentlessly pursue improving the financial security of the American worker

Are performance driven

Believe professionalism requires bold and complete transparency

Care more about your talent, values, and performance than your experience

Overall Purpose:

This individual is responsible for supporting the Investment Services and RetireAdvisers teams through maintaining accurate data, generating reports, process client inquiries and transactions, and assisting with preparations for client meetings.

Essential Functions:

• Investment Lineup Changes
• Drafting meeting minutes for the Investment Committee
• Run investment reports on monthly and quarterly basis
• Collect and organize data for annual performance study
• Process client inquiries and transactions
• Assist with preparations for client meetings
• Entering asset values
• Collecting and entering participant data
• Maintaining accurate investment lineup data

Skills & Abilities:

• Ability to communicate effectively through writing
• Fanatical attention to detail
• Organization and planning

Knowledge, Experience & Education

• High School Diploma or GED
• 3+ years of work-related experience preferred

The above statements are intended to describe the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities and qualifications required of the employee assigned to this job.

____________________________________________________________________________________________________

About Pension Consultants, Inc.

Pension Consultants, Inc. is committed to providing superior plan performance of the key drivers in retirement readiness so our clients can make a positive impact in the lives of participants. Since 1994, we have been offering in-depth, unconflicted advice on every aspect of retirement plan management, and serve companies of all sizes in a variety of industries across the United States.