Are you interested in a mission-oriented career to help organizations and their workforce? That is exactly what we do!
people to live dignified lives when they choose to stop working.
clients to achieve better outcomes, so they create new job opportunities.
organizations to grow, and their workforce to be empowered.
communities to be positively impacted.
Founded in 1978, Spectrum has worked for thousands of employer organizations in all industry and professional sectors.
We seek intelligent, driven, career-focused individuals, of good character, who can perform according to our Values. We develop our consulting staff members to be, "The Whole Consultant." The Whole Consultant:
We offer competitive salaries and benefits, as well as generous training and education, and incentive compensation opportunities.
Location: Tacoma - Group: Retirement Plan Services
Entry Level Associates in Spectrum's Plan Services Segment are Associate Consultants with little or no prior employee benefits professional experience. As an Entry Level Associate, you embark on what can be a challenging and rewarding professional career. In addition to interesting day-to-day duties, all Spectrum's consulting staff members are involved in professional education and development activities that enable them to grow professionally.
Entry Level Associates may have responsibilities for financial document review; tracking and verifying deposits; preparing financial statements; investment execution; researching data anomalies; processing client and participant requests; and reconciling financial information from different sources. A working knowledge of general business practices, including business organizations and structures, industry sectors, accounting, and business entity types is essential.
The ideal candidate is a recent college graduate or someone re-entering the workforce, with a bachelor's degree in accounting, business, computer science, finance, mathematics, information management, or related discipline. Entry Level Associates must be systems-oriented, have a strong foundation with Microsoft Office applications, including advanced proficiency with Excel. Entry Level Associates need good written and verbal communication skills, must be capable of dealing with ambiguity, and must be attentive to details. Entry Level Associates are expected to effectively manage their workloads independently, but recognize when they need to seek management assistance.
Location: Tacoma, Fresno, Honolulu, or Virtual - Group: Retirement Plan Services
Associate Consultants in Spectrum's Plan Services Segment are employee benefits practitioners providing various services to effectively manage clients’ benefit plans. Associate Consultants develop their expertise through a professional education program chartered by a leading society of employee benefits professionals.
Associate Consultants are responsible for preparation of core client deliverables. They may determine eligible employees for plan participation; calculate employer contributions; process benefit distributions and participant loans; prepare employer management reports and participant benefit statements; reconcile plan transactions; prepare financial statements; and prepare government tax form filings. Associate Consultants may manage a block of clients and coordinate client work product and deliverables with colleagues. They may meet with clients, both via telephone and in person, to review plan deliverables and educate client employees’ about benefit plan features.
A four-year degree in business, accounting, finance, mathematics, information management or other related fields; a minimum of two years experience in the administration of qualified retirement plans; and advanced skills with computer software applications, including Microsoft Office and plan administration software (knowledge of FIS Relius applications is preferred). Relevant professional qualifications or credentials are a definite plus.
Location: Tacoma, Fresno, Honolulu, or Virtual - Group: Retirement Plan Services
Consultants in Spectrum's Plan Services Segment are accomplished employee benefits professionals with a demonstrated track-record of success working with client organizations. Consultants further develop their expertise through continuing professional education and interaction with other industry practitioners. They lead by example and are seen as content experts by clients and colleagues.
Consultants are responsible for the management of a block of clients. They coordinate client work product and deliverables with associate staff members and other colleagues. Consultants routinely meet with clients, both via telephone and in person, to evaluate benefit plan objectives, review critical plan indicators and deliverables, educate employer decision makers on significant legislative or regulatory changes, and educate client employees’ about benefit plan features. Consultants share their professional expertise with other less experienced staff members through routine training and mentoring. They may have administrative, business development, and managerial or supervisory responsibilities.
A four-year degree; a minimum of five years experience in the design and/or administration of qualified retirement plans; and advanced skills with computer software applications, including Microsoft Office and plan administration software (knowledge of FIS Relius applications is preferred). Relevant professional qualifications or credentials are expected, as are prior client-facing responsibilities and management experience. MBA or relevant professional degrees are a plus.
Location: Tacoma, Fresno, Honolulu, or Virtual - Group: Sales
Spectrum's Professional Services Sales group identifies and develops new business opportunities for the firm. Associate Consultants in this business unit engage with prospective clients and collaborate with Spectrum's technical subject matter experts to scope engagements, with the goal of winning opportunities for the firm. A 4-year degree is expected. A proven track record of executing technical sales is preferred, as is experience with Dynamics 365.
Spectrum's Professional Services Sales group identifies and develops new business opportunities for the firm. Consultants in this business unit engage with prospective clients and collaborate with Spectrum's technical subject matter experts to scope engagements, with the goal of winning opportunities for the firm. A 4-year degree and 5 years of sales experience is expected. A proven track record of executing technical sales is required. Experience with Dynamics 365 is preferred.
A Participant Services Associate is the principal point of contact for benefit plan participants or members. The primary job function is to provide the first line of support to plan participants or members about matters relating to plan benefits, rights, and features.
A Participant Services Associate's primary duty is to respond timely to telephone calls, email, or other requests. Additional duties may include data entry, review and resolution of request errors, and processing of participant transactions. Special projects regarding participant transactions and communications may be assigned on a periodic basis. A working knowledge of retirement plans and internal processes and systems is essential. Participant Services Associates are expected to take professional exams and participate in continuing education programs to maintain their knowledge.
A 4-year degree and customer service experience is preferred. Participant Services Associates must be customer service oriented and have a strong foundation with Microsoft Office applications. Participant Services Associates need good written and verbal communication skills, must be capable of dealing with high email and call volumes, and must be attentive to details. Participant Services Associates report to a manager, who oversees key performance indicators and other metrics, including participant satisfaction indicators.
* for Exempt positions. Nonexempt positions eligible for paid time off.
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