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Plan Administrator

Independent Retirement

in Telecommute / Portland OR

Independent Retirement

Hello Future Retirement Plan Administrator,

We're looking to expand our plan administration team to support current and future growth of our third party administration services. This is an entry level role best suited for someone eager to develop a career in the specialized field of 401(k) plan administration. We'll teach you everything you need to know while supplementing those teachings with support for professional development. 

We promote a culture of talent, freedom, responsibility, and integrity; and aspire to curate an environment that fosters a rich entrepreneurial spirit, encourages continuous improvement, and produces the best possible solutions for our clients. We hold dearly the idea that such outcomes are achieved best by small talented teams collaborating together, and empowering them to make their own best judgments. 


We are looking for a Retirement Plan Administrator (Level I) to join our team of retirement plan administrators and consultants. Our ideal candidate for this role is someone looking for an entry level role, eager to start a professional career, has an interest in developing a highly technical and specialized skillset, likes numbers and puzzles, and isn’t afraid to take on challenges. 

What we are looking for in a successful candidate:

  • You are a lifelong learner
  • You are teachable
  • You are hardworking and results oriented
  • You have superior judgment
  • You are collaborative
  • You are honest

Specific responsibilities include, but are not limited to:

  • Provide internal support on core aspects of defined contribution (DC) plan administration including collecting year-end information, data processing, and asset reconciliation/trust accounting
  • Provide support with administrative duties including answering calls to our Care Team, collecting mail, scanning work files, and, creating client deliverables
  • Assist in processing plan participant transactions including participant plan loans and distributions; prepare paperwork and communicate with clients, partners, and participants to provide exceptional customer service throughout the participant transaction process; develop and maintain working knowledge of recordkeeping platforms’ workflows, policies and procedures, and technology systems in order to maintain efficient and accurate processing of participant transactions;
  • Develop and maintain professional and technical knowledge by taking self-study exams, attending educational workshops and industry seminars, reviewing professional publications, and building a professional network;
  • Complete ad-hoc projects as assigned.

Requirements for the role:

  • Experience as a retirement plan administrator or in support role for a TPA, recordkeeper, financial advisor, or employee benefits related company is preferred, not required
  • Customer service experience
  • Strong written and verbal communication skills
  • Proven ability to work in a fast-paced, results oriented, team environment
  • Strong organization skills and the ability to prioritize among multiple tasks
  • Demonstrated ability to take initiative, follow-through on requests until completion, and perform work with a keen attention to detail
  • Intermediate-level proficiency in Microsoft Office (Word, Excel), Adobe Acrobat; as well as, a willingness and ability to learn other technology platforms quickly
  • Bachelor’s degree preferred, not required
  • Commitment to the profession

Compensation and Benefits:

Compensation for this role includes a competitive base salary commensurate with experience in addition to quarterly performance-based bonuses. Benefits include subsidized health, dental and vision insurance; short-term disability insurance; 401(k) with safe harbor basic match and discretionary profit sharing; 3 weeks of paid time off; time for charitable causes; reimbursement for continuing education and professional memberships; and flexible working schedules.

Start Date:

We are seeking candidates that are available to start within the next 8 - 10 weeks.

How to Apply

Please submit a cover letter and your resume to Eric Burnside by sending an email to

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