Retirement Plan Coordinator

About the role

You can be yourself at work; we value your talents, traditions, and uniqueness and are committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

Responsibilities

• Manage a book of business and provide day-to-day service and support for American Funds proprietary bundled plans, acting as the main point of contact for financial professionals and plan sponsors.
• Research issues and questions to coordinate a timely resolution.
• Consider plan design changes by analyzing the plan’s health to provide options for solutions.
• Consult and coach financial professionals/sponsors through change processes, including qualified plan and compliance testing, to ensure all data is provided in a timely manner and deliver all testing results.

Requirements

• 5+ years of in‑depth retirement plan market knowledge, including retirement plan design, terminology, regulations and procedures, and the ability to apply it to work assignments.
• Stay informed of the company's products and services, policies and procedures, and applicable regulations and legal requirements.
• Resolve complex inquiries related to plans by utilizing resources to understand business and regulatory requirements.
• Demonstrate initiative to identify issues, recommend solutions, and make sound judgment in resolving complex matters.
• Collaborate and maintain relationships internally and externally, with strong communication skills.

Benefits

• Generous time‑away and health benefits from day one.
• Opportunity for flexible work options.
• 2‑for‑1 matching gifts for charitable contributions.
• Opportunity to secure annual grants for the organizations you love.
• Access to on‑demand professional development resources to hone existing skills and learn new ones.
• Company‑funded retirement contribution (Capital contributes 15% of eligible earnings).
• Eligibility for an individual annual performance bonus.