Jr Retirement Plan Advisor (Hybrid)

Aon
Charlotte
Workplace: HybridFull timeUSD 50,000 - 60,000 annuallyFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Organizational skills","Attention to detail","Ability to manage priorities","Interpersonal skills","Customer service"]

Support retirement plan consulting by partnering with Senior Advisors on client relationships, day-to-day service needs, and responding to client inquiries. Help prepare meeting materials, support investment monitoring and reporting, and ensure accuracy in client deliverables. Build technical knowledge of plan administration, investments, pricing, and regulatory considerations while assisting with plan conversion and transition projects and maintaining accurate client records.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Aon
Aon
3 days ago

Jr Retirement Plan Advisor (Hybrid)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Support retirement plan consulting by partnering with Senior Advisors on client relationships, day-to-day service needs, and responding to client inquiries. Help prepare meeting materials, support investment monitoring and reporting, and ensure accuracy in client deliverables. Build technical knowledge of plan administration, investments, pricing, and regulatory considerations while assisting with plan conversion and transition projects and maintaining accurate client records.
Location: Charlotte
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Partner with Senior Advisors to support ongoing client relationships and day-to-day service needs.
  • •Assist in responding to client inquiries and coordinating follow-up actions.
  • •Support client meetings by preparing meeting materials and presentations.
  • •Support investment monitoring and reporting processes, ensuring accuracy and consistency of client deliverables.
  • •Help with retirement plan conversion and transition projects, including coordinating timelines and maintaining accurate client, investment, and plan records.

Pay and Benefits

Salary: USD 50,000 - 60,000 annually
Perks:Paid LeavePaid Holidays401kWellness Stipend

Key Requirements

  • •Strong interest in retirement plans, investments, financial services, or wealth management.
  • •Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field preferred.
  • •Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.
  • •Comfortable working with databases, reporting tools, and technology platforms.
  • •Strong organizational skills with attention to detail and the ability to manage multiple priorities and meet deadlines.
Experience:Retirement plansInvestmentsFinancial servicesWealth management
Education:Bachelor's in Business, Finance, Economics, Accounting, or related field
Skills:Organizational skillsAttention to detailAbility to manage prioritiesInterpersonal skillsCustomer service
Languages:English
Tech Stack:Microsoft OfficeExcelWordPowerPointDatabases

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
Glassdoor
Glassdoor: 3.9
WebsiteLinkedInGlassdoor