Retirement Plan Services Associate

SUMMARY:

The Retirement Plan Operations Associate provides administrative support for the Retirement Plan Service division within a rapidly growing company, that prioritizes associate success. This position will assist with technical plan-specific tasks as well as non-technical data management and calendar management duties. 

 This is a Non-Exempt position, reporting to the Director of Retirement Plan Services and requires in-office work in our Folsom, CA office. This position has a base salary ranging from $50,000 to $56,000 annually depending on the candidate's experience and is eligible for an annual bonus based on their performance and the companies.

DUTIES AND RESPONSIBILITIES:

• Assist the Director of Retirement Plan Operations by providing administrative support in the maintenance of current client data in various applications.
• Assist Retirement Plan Advisors in the scheduling of investment committee and participant education meetings.
• Manage onboarding of new business in collaboration with Financial Advisor.
• Assist with new partner acquisitions, manage partner-related tasks, and facilitate successful completion of long-term projects.
• Responsible for entering lead opportunities, tasks and events in Salesforce.
• Assist with month-end process and reconciliation. It should be expected that the first business day of the calendar month will require a full day of productive month-end tasks.
• Assist accounts receivable in the generation of invoices on a quarterly basis.
• Prepare service agreements and custodian change forms as needed.
• Associate will be included in the incoming call que.
• Additional administrative tasks and projects as assigned.

QUALIFICATIONS

• Minimum of 2 years of administrative support experience preferred
• Microsoft Office proficient with experience using Excel, Adobe Acrobat, Outlook, and PowerPoint.
• An ideal candidate for this role will be familiar with pulling reports and the use of various reporting tools. This role would be best for a candidate who displays a willingness to learn new tools and welcomes innovative technology and software solutions.
• Candidate must possess a keen ability to multi-task, be adaptable to various competing demands and demonstrate the highest level of customer service and response (in both internal and external working relationships).
• Should display a proven ability to handle confidential information with appropriate discretion.
• This role requires the candidate be a self-starter with the ability to suggest efficient system changes.
• Strong ability to receive direction, as well as exercise judgement and independent thought.
• Strong, articulate and polished writing skills to ensure professional communications.
• Develop and maintain a current understanding of the Retirement industry and regulatory updates/ legislation/ changes.
• High School Diploma/ GED required, Associates Degree preferred.

PHYSICAL REQUIREMENTS

• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing.
• Use hands, fingers to constantly operate a computer and office equipment, such as copy machine and printer.
• Occasionally move about inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences