Nonqualified Plan Administrator II
MagnetDallas, Texas, United States
Posted March 27, 2026
Full Time
About the Company
M Financial Group is a community of leaders comprising the best and brightest minds in our industry.
Job Description
M Financial Group is a community of leaders in the industry, and we're seeking a Nonqualified Plan Admin II to join our team. As a progressive and dynamic mindset is embraced in every role, we provide a professional community that supports individuals with diverse backgrounds and perspectives. The successful candidate will work closely with the Client Relationship Manager to lead client meetings and calls, and contribute to projects that improve services and operational efficiency.
Requirements
- Bachelor's degree in Accounting, Finance, Mathematics, Economics, General Business or related field
- 4+ years of professional experience in finance or retirement industry
- Proven ability to manage workflow and meet service requirements
- Life and health license, FINRA Series 6, and 63 within 2 years
- Intermediate understanding of life insurance concepts and analysis
- Excellent proficiency in MS Word, Excel, Outlook, and familiarity with Access
- Ability to maintain confidentiality and regulatory requirements
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Life Insurance
- Health Insurance
