Retirement Plan Administrator

Essential Duties and Responsibilities

• Coordinate new and ongoing 401(k) enrollments for client companies and their employees.
• Gather, review, and process enrollment forms and required documentation for accuracy and completeness.
• Submit enrollment information and related documentation to retirement plan providers in a timely manner.
• Communicate with employers and employees regarding enrollment requirements, deadlines, and outstanding items.
• Schedule enrollment meetings, employee education sessions, and client follow-up meetings.
• Maintain and update client and participant information within the CRM system.
• Monitor enrollment status and proactively follow up on incomplete or missing information.
• Congnorate with retirement plan providers regarding participant enrollments, plan changes, and administrative questions.
• Assist with onboarding new retirement plan clients and implementation activities.
• Prepare reports, spreadsheets, and correspondence related to retirement plan administration.
• Maintain accurate records and documentation in accordance with company procedures and regulatory requirements.
• Provide exceptional customer service to clients, participants, and business partners.
• Assist with special projects and other retirement administration duties as assigned.

Qualifications

• Associate's degree in Business, Human Resources, Finance, or a related field preferred; equivalent work experience may be considered.
• One to three years of experience in employee benefits, retirement plan administration, financial services, insurance, or an administrative coordination role preferred.
• Experience with CRM systems and Microsoft Office applications, particularly Outlook, Excel, and Word.
• Knowledge of 401(k) plans and retirement plan administration is preferred but not required.
• Strong organizational and project coordination skills.
• Excellent attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines simultaneously.
• Strong verbal and written communication skills.
• Ability to handle confidential information with professionalism and discretion.
• Demonstrated customer service and relationship management skills.

Core Competencies

• Organization and time management
• Attention to detail
• Customer service orientation
• Communication and interpersonal skills
• Problem-solving and follow-through
• Collaboration and teamwork
• Adaptability and initiative
• Technology proficiency

Why Join Our Team?

• We are committed to helping businesses and their employees prepare for a secure financial future.
• The team values collaboration, exceptional service, and continuous learning.
• This position offers the opportunity to build expertise in retirement benefits while working closely with employers, employees, and retirement plan professionals in a supportive and professional environment.

Benefits

• Group Health Insurance
• Dental
• Vision
• Matching 401k
• Paid time off

Work Location

In person