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Operations Coordinator - job 1 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.


Responsibilities
  • 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


Qualifications & Experience
  • 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


$40,000 - $50,000 a year
Base Compensation

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.

Average salary estimate

$45000 / YEARLY (est.)
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What You Should Know About Operations Coordinator, Great Gray

If you're looking for an exciting opportunity, look no further than the Operations Coordinator position at Great Gray in Aliso Viejo, CA! At Great Gray, we aren't just about numbers; we're about creating successful outcomes for our clients who rely on our retirement plan management platform. As an Operations Coordinator, you'll play a pivotal role in supporting the Administrative Services Team by coordinating a variety of operational activities. You'll be the friendly face that schedules client appointments, aids the executive team with various projects, and ensures that new client accounts are seamlessly onboarded. With your knack for organization and excellent communication skills, you'll manage databases, provide billing support, and correspond with clients regarding their accounts. We’re in search of someone who thrives in a fast-paced environment and has that entrepreneurial mindset. Sure, you’ll have your responsibilities, but you’ll also have the opportunity to contribute to planning events and tradeshows that showcase the innovative solutions we offer. At Great Gray, we believe in constant improvement. You'll be encouraged to bring your best practices to the table. Plus, with a competitive salary range of $40,000 to $50,000 per year and a comprehensive benefits package, including a hybrid work environment, dental, vision, and more, you’ll find yourself in a role that's as rewarding as it is impactful. Let’s set the standard for excellence in the retirement services industry together!

Frequently Asked Questions (FAQs) for Operations Coordinator Role at Great Gray
What are the responsibilities of an Operations Coordinator at Great Gray?

As an Operations Coordinator at Great Gray, you'll be tasked with a diverse range of responsibilities. These include scheduling client appointments, supporting executive team members with various projects, onboarding new client accounts, and managing databases. You’ll also play a key role in planning tradeshows and events while providing critical client correspondence. A strong sense of organization and professionalism is essential, as is a willingness to go the extra mile for our clients.

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What qualifications are required for the Operations Coordinator position at Great Gray?

To qualify for the Operations Coordinator role at Great Gray, a Bachelor’s degree in Business or a related field is preferred. Alternatively, a High School Diploma combined with equivalent work experience may also be accepted. Candidates should have over a year of experience in a fast-paced administrative role, exhibit strong knowledge of Microsoft Office Suite, and possess excellent communication skills.

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What benefits does Great Gray offer to Operations Coordinators?

Great Gray offers a competitive benefits package to Operations Coordinators, which includes a hybrid work environment, a comprehensive 401(k) plan with matching contributions, and various lifestyle spending allowances. Employees also enjoy medical, dental, and vision insurance, as well as employer-paid life and disability insurance, along with a generous paid time off program.

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How does the Operations Coordinator role at Great Gray support client relationships?

The Operations Coordinator plays a vital role in nurturing client relationships at Great Gray. By managing communications regarding new accounts and service-related queries, the coordinator ensures clients have a smooth and enjoyable experience. You’ll be the bridge between our operations and our clients, working to answer questions effectively and escalate issues when necessary.

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What skills are emphasized for the Operations Coordinator position at Great Gray?

The Operations Coordinator role at Great Gray emphasizes strong organizational skills and the ability to multitask effectively while maintaining work quality. Excellent communication abilities, both written and verbal, are crucial. Additionally, a client-oriented mentality, critical thinking skills, and a positive, team-friendly attitude are essential to thrive in this dynamic environment.

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Common Interview Questions for Operations Coordinator
Can you describe your experience in managing operational activities?

When answering this question, provide specific examples from your previous roles that showcase your management of various operational tasks, such as scheduling appointments, database management, or supporting executives. Highlight your ability to prioritize and maintain organization under pressure.

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How do you ensure accuracy and professionalism in your work as an Operations Coordinator?

Discuss your methods for ensuring accuracy, such as double-checking your work, utilizing technology, and maintaining a detail-oriented approach. Sharing examples of times when your professionalism positively impacted a client interaction or team project will also strengthen your response.

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What strategies do you use to manage multiple priorities in a fast-paced environment?

Talk about your time management techniques, like using calendars, task management tools, or prioritization matrices to stay on top of tasks. Providing an example of a time when you successfully juggled multiple projects will demonstrate your capability.

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Describe a time you went 'above and beyond' for a client.

Provide a specific instance where you exceeded a client's expectations, detailing the situation, your actions, and the positive outcome. This shows your commitment to client orientation and your adaptability.

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What experience do you have with event planning, and how will it benefit your role?

Share any relevant experience you have in planning events, particularly those related to tradeshows or client engagements. Highlight your organizational skills and ability to work collaboratively to manage logistics and timelines effectively.

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How proficient are you with Microsoft Office Suite and what specific applications do you use regularly?

Elaborate on your familiarity with specific Microsoft Office applications like Excel for data management, Word for document creation, and PowerPoint for presentations. Mention examples of how these tools have helped you in your previous roles.

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How would you handle a challenging client question or complaint?

Explain your approach to dealing with difficult client interactions, including active listening, empathy, and problem-solving strategies. Providing a real-life example will help demonstrate your conflict resolution skills.

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Explain a time you worked as a part of a successful team.

Draw on an experience where teamwork led to a successful outcome, mentioning your specific contributions and how you facilitated collaboration among team members. This reflects your ability to work positively in a team environment.

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What motivates you to work in an administrative support role?

Discuss your passion for helping others, your enjoyment of organizational tasks, and how you find satisfaction in contributing to the smooth operation of a team. Mention how this aligns with Great Gray's values.

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Why do you want to work at Great Gray as an Operations Coordinator?

Research and talk about Great Gray's mission, values, and impact on the retirement services industry. Share how your skills and career goals align with their objectives and contribute to their overall success.

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great gray is a leader in the collective investment trust (cit) market with over $179 billion in fund assets. these assets are spread across funds that are overseen by 80 sub-advisors. additionally, great gray maintains trading agreements with 38 ...

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Full-time, hybrid
DATE POSTED
January 28, 2025

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