Retirement Implementation Coordinator

Job Summary

Supporting the onboarding process for new retirement plan clients, the full-time Retirement Implementation Coordinator will lead payroll setup, manage implementation timelines, and ensure a smooth transition while working remotely.

Key responsibilities

• Lead clients through the payroll setup process and manage timely contribution processing during onboarding
• Participate in implementation project management calls and assist in the client installation process as directed
• Prepare required documentation and materials for enrollment meetings, ensuring timely distribution prior to scheduled dates

Required qualifications

• Associate's degree in business, finance, accounting, or related field, or equivalent experience
• Experience in the defined contribution industry (recordkeeping or administration) preferred
• Experience supporting advisors, brokers, and third-party vendors preferred
• Working knowledge of Microsoft Office programs including Word, Excel, PowerPoint, and Outlook
• Self-motivated with strong attention to detail and the ability to prioritize workflow effectively