Entry-Level Retirement Operations Associate, (CRS)

About the role

The Retirement Operations Associate supports the daily administrative functions of retirement plan operations. Key responsibilities include data entry, document preparation, and assisting with basic plan processing tasks, such as participant loans and distributions.

Responsibilities

• Perform general administrative and clerical duties related to retirement plan operations
• Enter, update, and maintain accurate data in internal systems and spreadsheets
• Work extensively with Microsoft Excel and Word for reports, tracking, and documentation
• Aid in drafting retirement plan documents and support new business onboarding activities
• Process benefit distributions for terminated employees in accordance with plan rules
• Review information for accuracy and completeness
• Organize and maintain electronic and physical files
• Support team members with special projects as assigned
• Communicate professionally with internal team members and external contacts as needed

Requirements

• Bachelor’s degree required (any major considered; math/finance majors preferred)
• Basic computer proficiency (Microsoft Office, especially Excel and Word)
• Strong written and verbal communication skills
• High level of attention to detail and accuracy
• Solid organizational and time-management skills
• Ability to work effectively in a team environment
• Basic math and analytical skills
• Strong problem-solving ability
• Professional and dependable work ethic
• Strong interest in administrative or operations-based work
• Ability to learn new systems and processes quickly

Qualifications

• Basic math and analytical skills
• Strong problem-solving ability
• Professional and dependable work ethic
• Strong interest in administrative or operations-based work
• Ability to learn new systems and processes quickly

Skills

• Basic computer proficiency (Microsoft Office, especially Excel and Word)
• Strong written and verbal communication skills
• High level of attention to detail and accuracy
• Solid organizational and time-management skills
• Ability to work effectively in a team environment
• Basic math and analytical skills
• Strong problem-solving ability

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Flexible PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.

Pay

Compensation is commensurate with experience.

Schedule

Hours are flexible to accommodate a hybrid or remote work schedule.