Operations Associate, Retirement Plan Services
About the role
The Operations Associate will play a key role in supporting the retirement plan services team at Concurrent Investment Advisors. This position will assist in managing the day-to-day operations of the retirement plan services, ensuring compliance with regulatory requirements, and providing support to the advisor community.
Qualifications
- Bachelor's degree in Finance, Accounting, or a related field
- Minimum of 2 years of experience in a similar operational role
- Strong understanding of retirement plan regulations and compliance
- Proficiency in Microsoft Office Suite
- Excellent communication and organizational skills
Benefits
- Competitive salary
- Health insurance coverage
- 401(k) matching program
- Flexible work schedule
- Professional development opportunities
About Concurrent Investment Advisors
Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.
Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 174 advisors in 85 offices with $18 billion in assets under management (AUM) and more than $17 billion assets under advisement.
Company Values
We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product