Retirement Specialist

Job Title: Retirement Specialist

Summary of Duties and Responsibilities:

As a Retirement Specialist, you’ll manage financial data and proposal work for individual and institutional client offerings, assist with individual and institutional client relationship management, prepare benchmarking reports and assist financial advisors with prospecting tools. You will also schedule, develop content and conduct retirement and investment focused meetings to educate clients and their associates on various retirement services and best practices.

What You’ll Do:

• A Day in the Life – Your focus will be to help develop and deliver education content for institutional retirement plan sponsors to help their associates transition from their working years to their retirement years. In addition, you will administer individual retirement account relationships for our Wealth Advisory team. You will utilize an eye for detail in analyzing investment opportunities and designing retirement programs. You will also demonstrate the ability to engage and teach as you travel to clients’ companies, conduct retirement and investment focused meetings and assist clients with their financial and retirement goals.
  

What it Takes:

• Bachelor’s Degree in Business, Accounting or related field
  
• Ability to travel for client meeting purposes
  
• Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
  
• Attention to detail; apply analytical skills and develop content
  
• Travel Required – 25% (heavier during the third month each quarter)
  
• Proficiency in Microsoft Word, PowerPoint and Excel

Bonus Points:

• Bilingual/Multilingual
  
• Knowledge of Investing and Finance
  
• Advanced credentials
  

What we can offer you:

• Medical, dental, vision, STD, LTD, Life insurance, etc.
  
• 17 days paid time off, 11 paid holidays and bereavement leave
  
• Educational assistance
• Paid parental bonding leave
• Wellness benefits
  
• Life event coverage
  
• Service awards
  
• Financial benefits including 401(k) match, stock purchase plan and more
  
• Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
  
• Logo wear discounts
  
• Free checking account, checks and discounted bank services

This position will be located at:

Whitehall

430 North Hamilton Road
Whitehall, Ohio, 43213
United States

About Us:

German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.