Join our team! We are currently hiring for two positions, a Retirement Plan Compliance Coordinator and a Document Facilitator/ Administrative Services. Both are full-time positions in our Client Services department.

Candidates must be highly motivated and have the ability to interact well with a diversified group of employees in a team environment. Knowledge of retirement plans a plus but not a requirement. Candidate should also be well organized, have great attention to detail and the ability to set priorities and meet deadlines. Proficiency with Microsoft Office. Experience with financial and workflow management systems preferred. Fluency in Spanish is a plus.

Retirement Plan Compliance Coordinator Description 

Reviews retirement plan transaction requests in in accordance with the terms of the plan document and all applicable Internal Revenue Service and Department of Labor regulations. Respond to daily inquiries via email and telephone from plan sponsors and plan participants on compliance related matters.

Document Facilitator/ Administrative Services Description

Reviews and assigns transaction requests in our workflow management system. Provides administrative support to various departments including handlings daily office mail, participant mailings, and report generation.

If this sounds like you or someone you know click the link below and fill out the online application or send in your resume to [email protected].

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