Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Sr. Retirement Plan Administrator

Tycor Benefit Administrators, Inc.

Tycor Benefit Administrators, Inc. logo

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Retirement Plan Administrator

Nicholas Pension Consultants

Nicholas Pension Consultants logo

Retirement Plan Services Analyst

Jordan & Associates Retirement Services
(Santa Rosa CA)

Jordan & Associates Retirement Services logo

Director of Member Services, Member/ Employer Experience

Orange County Employees Retirement System
(Santa Ana CA)

Orange County Employees Retirement System logo

DC Plan Administrator

Heritage Pension Advisors, Inc.
(Commack NY)

Heritage Pension Advisors, Inc. logo

Retirement and Executive Compensation Consultant

Retirement Learning Center
(Remote / Brainerd MN)

Retirement Learning Center logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates

Nova 401(k) Associates logo

Regional VP of Sales

The Retirement Plan Company
(Remote / AZ / CA / CO / MN / MO / OR / WA)

The Retirement Plan Company logo

401(k) Plan Administrator

Abacus Retirement Solutions, LLC
(Albuquerque NM)

Abacus Retirement Solutions, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

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:      

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2022, Inc.