Are you looking for a challenging and rewarding career providing services to qualified retirement plans? If so, we have the perfect opportunity for you. Our nationally recognized professional services firm is seeking a Plan Consultant for our fast-growing Retirement Plan Services Group located at the western edge of Joliet, or in our Oak Brook office.
The Retirement Plan Services Plan Consultant candidate will demonstrate a passion for providing high quality retirement services and working with our team of retirement plan professionals within our Retirement Plan Services group. This role requires good technical knowledge of basic accounting and account reconciliation procedures. Experience and knowledge of Microsoft Outlook, Excel, Word and other general computer software are musts. An excellent communicator, s/he ensures that all communications to clients, employees, managers and principals are clear and concise. The candidate will be responsible for reconciling retirement plan trust accounts, preparation of Form 5500 series returns and assisting the Director in attaining the Strategic Business Goals of the Group. Being a quick learner will accelerate the job responsibilities and career growth of the position. A general knowledge of various types of investments is also desired.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.