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Retirement Plan Manager
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$45,000 - $80,000 a year
Full-time
- Financial Firm is looking for a full-time responsible Retirement Plan Coordinator to provide support to multiple advisors and retirement plans.
- Duties include daily office needs and managing our company’s retirement plan business.
- Retirement Plan Coordinator will manage existing and new retirement plan relationships, scheduling meeting arrangements, preparing reports and maintaining appropriate client data systems.
- Ultimately, a successful Retirement Plan Coordinator should ensure the efficient and smooth day-to-day operation of our retirement plans.
- Schedule and preparation of Annual Trustee and Participant meetings
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