Retirement Plan Operations Associate

Build Your Career in Retirement and Financial Services

Join a growing team that plays a critical role in supporting the successful setup, administration, and maintenance of retirement plans for US-based clients. As a Retirement Plan Operations Associate, you will be responsible for executing retirement plan implementations, managing system updates, processing asset conversions, and ensuring operational accuracy throughout the plan lifecycle.

This is an excellent opportunity for detail-oriented professionals who enjoy working with data, solving problems, and building expertise in retirement plan operations and financial services.

Retirement Plan Setup & Administration

• Execute end-to-end system setup and configuration for new retirement plans based on client specifications.
• Process retirement plan installations, amendments, deconversions, and system updates with accuracy and attention to detail.
• Support platform migrations and business-driven system enhancements.

Asset Conversion & Data Management

• Process and validate asset conversion data to ensure seamless transfer and reconciliation of retirement plan assets.
• Review data for completeness, accuracy, and consistency while identifying and resolving discrepancies.
• Maintain organized records, documentation, and operational files.

Participant Materials & Documentation

• Prepare participant enrollment kits, notices, and other required retirement plan communications.
• Maintain and update corporate forms, fillable PDFs, templates, and operational documents to ensure readiness and compliance.

Operational Excellence

• Monitor task progress and proactively identify missing information or potential operational bottlenecks.
• Escalate issues and risks to leadership while recommending solutions to maintain workflow efficiency.
• Provide regular updates on workload status, project progress, and daily operational activities.

Learning & Development

• Participate in ongoing training programs and continuously develop expertise in retirement plan operations, systems, and processes.
• Apply new knowledge and best practices to support operational accuracy and efficiency.

Qualifications:

• Bachelor’s Degree required
• 1-2 years of experience in a business related field.
• Good written and verbal communication skills
• Desire and willingness to serve
• Ability to multi-task and apply analytical skills
• Proficient computer skills in Microsoft Outlook, Word and Excel
• Ability to learn quickly and Detail oriented
• Amenable to work on night shift schedule