Hamilton Capital Management - Registered Investment Advisor

1. Retirement Plan Services Representative

Hamilton Capital Management is nationally acclaimed and one of the region’s largest and fastest-growing independent, fee-only, registered investment advisory firms.  Our Retirement Plan Services group specializes in providing investment management services to employer-sponsored qualified retirement plans.  We seek an exceptional candidate who has a passion for excellence to provide administrative and client support as we actively grow this business line. This individual will conduct forward-facing client services interactions with plan sponsors, third-party administrators, and internal staff for plan implementation, servicing, and day-to-day operations.

Primary Position Responsibilities 

·       Master client relationship management system functions and capabilities to effectively coordinate client tracking, deliverables, and reporting

·       Communicate plan onboarding process to plan sponsors and advisors

·       Establish new accounts and facilitate account transfers

·       Perform administrative tasks such as scheduling meetings, preparing client presentations and plan documents, administering client mailings, preparing Welcome Folders and Enrollment Kits, managing the e-mail account and maintaining client records

·       Organize client appreciation initiatives/events

Position Requirements 

·       Bachelor’s or Associate’s degree (or equivalent experience) required, with an emphasis in business, communications or related field

·       Experience in a professional customer service environment required, with specific experience in 401(k) plan management, financial services, or the investment industry preferred

·       General understanding of qualified retirement plans preferred

·       Detail-oriented and able to manage multiple projects within tight deadlines

·       Strong interpersonal, communication, and customer services skills

·       Excellent organizational and computer skills

Position Benefits

·       Supportive, flexible, people-oriented culture and a professional yet family atmosphere

·       Individual contribution and innovation is encouraged and recognized

·       Personal and career development opportunities

·       Competitive base salary commensurate with experience

·       Incentive Plan

·       Excellent benefits, including a 401(k) plan with employer contribution


Location: Columbus, OH


For confidential consideration, e-mail your resume in PDF format only to recruiting@hamiltoncapital.com

Equal Employment Opportunity Employer

Hamilton Capital Management, Inc. (“HCM”) is an Equal Employment Opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran, or any other legally protected status in accordance with applicable federal, state and local laws.  We do not provide sponsorship.

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