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Retirement Plan Services Analyst

Jordan & Associates Retirement Services

in Santa Rosa CA

Logo for Jordan & Associates Retirement Services

We are seeking an enthusiastic self-starter to add to our team. Our organization promotes growth and upward mobility from within and we sponsor educational credential programs. Experience in a retirement plan administration or financial services is a plus.

Minimum requirements:

  • Excellent written/oral communication and organization skills
  • Proficiency in MS Office including Word, Excel, and PensionPro.
  • Strong analytical and problem resolution skills
  • Ability to attend to details without losing sight of the larger goals of  Jordan & Associates Retirement Services or our clients
  • Ability to work independently using checklists, procedures, plan documents and reference materials with minimal work direction.
  • Ability to effectively coordinate daily workload with assigned special projects
  • Ability to work in a team environment
  • Ability to adapt to changing environment and shifting priorities of Jordan & Associates Retirement Services and our clients
  • Ability to work well under pressure with multiple priorities and deadlines
  • Professional and positive attitude          

Essential Duties and Responsibilities:

  • Assist with data entry, transaction processing, asset/trust reconciliation for qualified retirement plans (i.e. 401(k) profit sharing, defined benefit).
  • Consistently provide a high level of client service while communicating with clients, other team members and consultants to address all client service issues and provide necessary research, problem solving and resolution support.
  • Provide clear and concise communication regarding overall service expectations as well as procedures and time frames to clients related to questions that require further research and analysis.
  • Successfully monitor and follow-up on assigned items, including seeing problems through to resolution and closure with clients and vendors.
  • Practice fundamental time management principles.
  • Assist with requesting and maintaining data from clients.
  • Maintain filing, mail flow and document management systems according to existing office procedures.
  • Maintain and update database and spreadsheet work logs, respond to inquiries on the status of plan activity.
  • Complete special administrative projects with minimal supervision.
  • Perform other duties and participate in special projects as assigned.

Job Type: Full-time

Salary: $25/hour

Visit our website

How to Apply

Email resume to:  jriley@jandaretirement.com      


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