Entry-Level Retirement Operations Associate

Job Summary

Supporting daily administrative functions, the Entry-Level Retirement Operations Associate will perform data entry, document preparation, and assist with basic plan processing tasks, including participant loans and distributions, in a flexible work environment that allows for both onsite and remote candidates within the Eastern or Central time zones.

Key Responsibilities:

• Perform general administrative and clerical duties related to retirement plan operations
• Enter, update, and maintain accurate data in internal systems and spreadsheets
• Assist in drafting retirement plan documents and support new business onboarding activities

Required Qualifications:

• Bachelor's degree required (any major considered; math/finance majors preferred)
• Basic computer proficiency (Microsoft Office, especially Excel and Word)
• Strong interest in administrative or operations-based work
• Ability to learn new systems and processes quickly
• Solid organizational and time-management skills