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.
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.
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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!
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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