Retirement Plan Operations Specialist

AI overview

Support retirement plan advisors and client relationship managers by ensuring efficient operations and compliance in managing 401(k) transactions and documentation.

Advus Financial Partners, one of the fastest growing retirement plan consulting firms in the US, is adding an Retirement Plan Operations Specialist to their team.

Job Summary:

We are seeking a detail-oriented and highly organized Operations Specialist to join our team. This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans. This is a non-client-facing role focused on back-office support and process efficiency.

Essential Functions:

Process and monitor retirement plan transactions including contributions, distributions, rollovers, and plan changes.
Assist advisors with plan setup, documentation, and compliance-related tasks.
Ensure adherence to regulatory requirements and internal policies.

Qualifications:

- Bachelor’s degree in Business, Finance, Accounting, or a related field.
- 2–5+ years of experience working with retirement plans, particularly 401(k) plans, or financial services
- Experience supporting advisors and/or clients in a retirement plan or financial services environment.
- Strong interpersonal, written, and verbal communication skills.
- High attention to detail and ability to manage multiple projects simultaneously.
- Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Perks & Benefits Extracted with AI

Health Insurance: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental.
Paid Time Off: generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!