Retirement Plan Coordinator

Job Summary

A company is looking for a Retirement Plan Coordinator - Remote.

Key Responsibilities

• Serve as the primary contact for assigned retirement plans and manage quarterly administration tasks
• Coordinate with the finance team to reconcile quarterly billing for retirement plans
• Facilitate committee meetings and participant education sessions, both in-person and virtually

Required Qualifications

• CRPS designation preferred
• Minimum of 2 years of experience in the retirement plan industry
• Bachelor's degree required
• Experience working with CRM systems (e.g., Salesforce)
• A proven track record of excellent customer service and client retention