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Bilingual 401(K) Retirement Solutions Associate (2020-9147)

Camas, WA, United States
Operations
2020-9147

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Job Description

Overview

Are you passionate about people? Are you ready to start a long and rewarding career with an opportunity to grow and develop? Whether you’ve majored in finance or not, you’ll have an opportunity to succeed as a Retirement Service Associate. Through our unique training and mentorship program you’ll learn the fundamentals of the financial and retirement industry and be given the tools you need to launch into the beginning of a long and successful career.

The Opportunity:

 

401(k) Solutions is a new and ground-breaking initiative within Fisher Investments. We are the newest and fastest growing department at the largest RIA in the country. Start your career in a place where you can truly impact people’s lives. Our clients take first priority in everything we do and we view it as a privilege to be able to service them in one of the most important and nerve-racking areas of their life. It’s an opportunity to be up close and personal with the real people that we help every day.

The Day-to-Day:

  • Answering the hotline and assisting directly with requests from not only business owners, but any employee within their company. This could be helping someone determine the savings rate needed to get on track for their retirement, discussing the complexities of loans or distributions, aiding in rollovers, and much more.
  • Creating new processes in order to streamline or automate daily tasks as the business model changes, and our capabilities grow.
  • Prefilling and processing documents in order to help participants navigate the complexities of the retirement plan space.
  • General service updates, Plan amendment QC, Payroll submission monitoring, Large trade monitoring, etc.
  • Working on data related projects for the plans and participants – analyzing the why behind changes in the demographics or participants.
  • Blazing new trails with a new project or idea that will help improve not only the team, but the industry as a whole.

Your Qualifications:

  • Bilingual in English and Spanish
  • Bachelor’s degree or equivalent combination of education and experience
  • High level of attention to detail
  • Ability to work quickly with high sense of urgency and commitment
  • Ability to adapt to changes in a fast paced, team environment
  • Strong interpersonal and communication skills
  • Ability to prioritize workload and manage time across various tasks
  • Proficient in Microsoft Office software

Why Fisher Investments:

 

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • Back-up Child Care Program available, offering up to 10 days annually
  • And much, much more

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is driven by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you can contribute, collaborate, and make a difference in the lives of people by bettering the investment universe.

 

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

 

* California employees accrue up to 17 days of PTO and 3 days of sick time per year.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

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