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 their quarterly administration
• Coordinate with the finance team for quarterly billing reconciliation and manage investment fund changes
• Facilitate committee meetings and participant education, and maintain relationships with clients and third-party vendors

Required Qualifications

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