Retirement Plan Services- Senior Associate

SUMMARY:

The Retirement Plan Services-Senior Associate provides diversified administrative support to the Retirement Plan Service division within a fast-growing company that prioritizes associate success. This position will assist with qualified retirement plan specific tasks as well as non-technical data management. 

This is a Non-Exempt position, reporting to the Director of Retirement Plan Services and requires in-office work in our Folsom, CA office. This position has a base salary ranging from $70,000 to $75,000 annually depending on the candidate's experience and is eligible for an annual bonus based on their performance and the companies.

DUTIES AND RESPONSIBILITIES:

• Assist the Retirement Plan Service Team in the daily operations of maintaining a book of qualified plan business using multiple CRM platforms, onboarding new business, gathering plan level data, and periodic projects in support of the division’s strategic plan.
• Collaborate directly with multiple financial advisors to onboard and service new clients.
• Work directly with Advisor and Custodian/Recordkeeper on investment changes, website access, gathering investment activity and data reports.
• Assist with acquisition/partner related tasks and projects.
• Responsible for entering Salesforce opportunities and maintaining accurate data.
• Assist with weekly and month-end processes, including reconciliation and reporting
• Work with accounts receivable in the generation of invoices on a quarterly basis
• Prepare service agreements and custodian change forms as needed
• Will eventually be part of the incoming call queue for Retirement Plan Services
• Partner with internal departments to support backend processes, including building and maintaining Retirement Plan Services (RPS) infrastructure within Salesforce
• Work cross-functionally with internal teams to prepare and manage client retirement plan documentation
• Build and maintain strong working relationships with Advisors to support client servicing needs
• Communicate directly with clients via phone and email to provide support and enhance the overall client experience
• Take initiative to learn and grow within Retirement Plan Services, demonstrating a willingness to take on increasing responsibilities and challenges
• Other administrative tasks and projects as assigned
  
  

QUALIFICATIONS

• Bachelor’s degree required
• Willingness to obtain the Retirement Plan Fundamentals (RPF) designation within the first 6 months of employment
• Minimum of one year experience in the qualified retirement plan industry
• Ability to collaborate effectively across departments and work in a team-oriented environment
• Experience with CRM systems and retirement plan recordkeeper platforms a plus.
• PC and Microsoft Office proficiency, specifically Excel, Adobe and Power Point skills
• Proven ability to handle confidential information with discretion
• Self-starter with the ability to suggest efficiencies
• Keen ability to multi-task, adaptable to various competing demands and demonstrate the highest level of customer service and response.
• Ability to take direction, but also to exercise judgement and independent thought.
• Strong, polished writing skills to ensure professional communications.

• Ability to travel to conferences and client meetings if needed.
• Remain knowledgeable of the industry and recent updates/legislation/changes

PHYSICAL REQUIREMENTS

• Ability to work in an office environment
• Requires extended periods of sitting or standing at a desk, talking on the phone, and typing
• Use hands and fingers to constantly operate a computer and office equipment, such as copy machine and printer
• Ability to move about inside the office to access file cabinets, office equipment, etc.
• May carry or lift weight up to 10 lbs. in very limited occurrences