US Ret Specialist I

Aon · Other US Location

Company

Aon

Location

Other US Location

Type

Full Time

Job Description

Are you a professional who enjoys project and client management? Are you looking for a new career in an exciting and innovative environment? Be part of the industry-leading team supporting Aon's new retirement savings plan- the Aon Pooled Employer Plan (Aon PEP). You will help our team develop and deliver effective solutions to clients as part of our Wealth practice within Aon!

This is a remote role, but we also offer the flexibility to work from a local Aon office- if you prefer.

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What your day will look like

The Retirement Specialist works directly with a team of colleagues to:

  • Convert our clients' existing 401(k) plans into the Aon PEP
  • Provide ongoing support to our clients after conversion
  • Identify, research, and resolve client escalations and data issues.

In this role, you will develop extensive knowledge of 401(k) plan design, administration, compliance and procedures. You will also have the opportunity to work directly with clients and third-party vendors.

How this opportunity is different

Our team is keenly focused on colleague development and career opportunities. We look forward to nurturing your talents to not only support our clients and team, but to also encourage you in your personal growth and career goals.

Skills and experience that will lead to success

  • Works well within a team environment
  • Self-motivated/independent
  • Detail oriented and organized
  • Outstanding time management skills - able to lead multiple projects with shifting deadlines
  • Resourceful, strong critical thinking, analytical, and problem-solving skills
  • Good written, oral and interpersonal skills. Comfortable and effective speaking with clients
  • Strong knowledge of Excel specific to creating, formatting and evaluating formulas, v-lookup and working within templates

Education: Associate's degree or 4-year college degree preferred. Will consider experience in lieu of education.

How we support our colleagues

The target salary range for this position is $50,000-52,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of workand we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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Date Posted

05/27/2024

Views

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