Position Details
About this role
This role supports the administration of retirement plans, ensuring high-quality service, compliance, and effective communication with clients and vendors.
Key Responsibilities
- Administer retirement plans
- Coordinate with finance for billing
- Manage communication strategies
- Handle fund changes
- Facilitate client and vendor interactions
Technical Overview
Involves managing retirement plan workflows, utilizing CRM and RPAG software, and coordinating with third-party vendors to deliver accurate plan administration.
Ideal Candidate
The ideal candidate is a detail-oriented retirement plan coordinator with at least 2 years of experience, proficient in CRM systems and customer service, capable of managing plan administration and client communication effectively.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Preferred
Industry & Role
Keywords for Your Resume
Deal Breakers
Lack of experience in retirement plan industry, No experience with CRM or Salesforce, Inability to demonstrate strong organizational skills, No Bachelor's degree
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