WHAT YOU'LL DO The Retirement Plan Participant Advisor II is responsible for planning, determining and facilitating communication with retirement plan participants through group presentations and individual consultations. Participant meetings may be done in person, on the phone, or through web based conferencing. WHAT YOU'LL BRING Knowledge of Strong oral and written comm

Client Support Arrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings and annual reviews Field phone calls from clients Assist with account opening and closing procedures Collect tax information for clients' annual returns and assist Advisors with coordination of tax year end processing. Monitor daily financial report

Crowe has expanded its service offerings and we are hiring for our Financial Institutions Tax Services team as a result.Our Financial Institutions practice delivers tax solutions to a variety of clients in the banking, fintech, and digital currency space. We are adding talented team members to our 70+ department with corporate tax and ASC 740 (income tax provision) experi

Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e mails, reports, process narratives, presentations, etc. Willingness to travel 60% annually Internal operational and technology audit planning and execution, including risk ass

The Retirement Plan Participant Advisor II is responsible for planning, determining and facilitating communication with retirement plan participants through group presentations and individual consultations. Participant meetings may be done in person, on the phone, or through web based conferencing. Duties & Responsibilities Serve as support to new and current relationship

include, but are not limited to Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long lasting relationship Proactively engage and foster First Mid's culture of embracing relationship manage