401(K) Administrator

About the role

The 401(k) Administrator provides administrative and operational support to the Retirement Plan Benefits Division. This role is responsible for maintaining organized systems, supporting internal processes, and assisting with client- and individual-level servicing to ensure efficient operations and a high level of service for clients and internal stakeholders.

Responsibilities

• Develop and distribute a weekly retirement-focused newsletter using approved content sources.
• Maintain accurate asset tracking, relationship records, and broker involvement details.
• Organize and manage SharePoint files, ensuring client, prospect, onboarding, and archived materials are current and properly maintained.
• Manage internal tracking systems related to prospecting, onboarding, compliance, fiduciary training, and financial education initiatives.
• Cook up employee and individual client activities, including meeting scheduling, financial education requests, rollovers, and service inquiries.
• Aid in client relationships by organizing meetings, tracking services, and assisting with financial needs assessments.
• Afford support to comparative fund analysis, virtual meetings, and data research to support client recommendations.
• Draft and edit client communications, presentations, spreadsheets, and reports.
• Perform additional administrative and client service tasks as assigned.

Qualifications and Requirements

• 2+ years of experience in administrative, retirement plan, or financial services support.
• Associate degree in Business Administration, Finance, or a related field required.
• Bachelor’s degree preferred.
• Familiarity with retirement plans or financial services strongly preferred.
• Strong organizational skills with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Client-focused mindset with the ability to provide responsive, empathetic support.
• Strong problem-solving skills and attention to detail.
• Ability to collaborate effectively in a team environment.
• Proficiency with CRM systems, Microsoft Office Suite, and collaboration tools.
• Commitment to confidentiality, ethical standards, and continuous learning.