Operations Coordinator - job 2 of 2

Why Great Gray/RPAG?

RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.

At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. 

The Role

Great Gray is looking to add an Operations Coordinator to our Administrative Services Team. This position is responsible for coordinating, supporting and executing operational activities across a variety of channels. This individual must demonstrate a high standard of professionalism, accuracy and efficiency.

Location

This position will work from our Aliso Viejo, CA office.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

• Schedules client appointments
• Supports executive team members with a variety of ad-hoc projects/requests
• Onboards and processes new client accounts as well as client terminations
• Supports the planning and execution of tradeshows and client (financial/retirement advisor) events
• Manages and updates databases as required
• Provides billing support when necessary
• Corresponds with clients on new account and ongoing service-related questions
• Complete other related duties as assigned

• Bachelor’s degree in Business or a related field of study; High School Diploma and equivalent work experience may be substituted
• 1+ years of experience in a fast-paced, administrative role within a professional office setting
• Strong working knowledge of Microsoft Office Suite and demonstrated technical acumen
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task, while still maintaining sound work quality/integrity
• Client-orientation and willingness to go the “extra mile” when responding to client request – understanding of how to effectively escalate issues as needed
• Critical thinker with a solutions focused work style
• Must work well in a team environment with a positive attitude
• Minimal travel may be required
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• Comfortable navigating ambiguity
• Entrepreneurial mindset to bring best practice ideas to the team
• Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive

Benefits

We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:

·         Be an integral part of an early-stage, high-growth organization!

·         Hybrid work environment

·         Competitive compensation package including 401(k) with elective and non-elective match opportunities

·         Lifestyle spending allowance program

·         Medical, Dental, Vision Insurance

·         Employer-paid life and disability insurance

·         Generous paid time off program

Investor Background 

MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.

Equal Employment Opportunity Policy

Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.