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Enrollment Coordinator

Associated Pension Services, Inc.

in Arlington Heights IL

Logo for Associated Pension Services, Inc.

Associated Pension Services, Inc.

Associated Pension Services, Inc., (APS) is a Third Party Administrator and full service retirement consulting firm concentrating on corporate 401(k) plans. APS handles pre-approved plan documentation, plan design, initial plan preparation, annual administration, plan management, and ensures legal and fiduciary compliance. APS provides ongoing employee education, enrollment services, and plan maintenance.

Position Summary:

Support financial advisors and plan administrators by preparing enrollment materials for client meetings, updating and organizing participant data, and processing enrollment paperwork. This is a full-time position.

Main Responsibilities:

  • Maintain an effective enrollment process
  • Organize and maintain internal client records used for enrollment meetings
  • Coordinate and revise ongoing client census communications for future enrollments
  • Oversee the preparation and creation of enrollment packets
  • Enroll and update participant records in retirement plans via the recordkeeping websites
  • Retain communication reports consisting of census and payroll information
  • Provide ongoing communication with client HR and Payroll personal
  • Answer client questions regarding eligibility, enrollment, deferrals, and beneficiary forms

Additional Responsibilities:

  • Prepare and update participant notices/documents
  • Backup and cross train on other departments
  • Other duties as assigned – Participate in various projects or initiatives

Position Qualifications:

  • Industry Experience and working knowledge preferred
  • High degree of accuracy with attention to detail required
  • Work independently and with others in a small office environment
  • Must have extensive experience with Microsoft Office, mainly Excel and Outlook
  • Excellent written and verbal communication
  • Professionalism and courtesy in dealing with fellow employees and clients
  • Bilingual in English and Spanish preferred, not required
  • Uphold a high degree of confidentiality

Disclaimer: 

This job description does not constitute a contract for employment. Applicants must undergo mandated background checks as a condition of employment. APS is an equal opportunity employer and strictly prohibits unlawful discrimination against any characteristic protected by law.

How to Apply

Interested candidates should email their resume to Eric Hoffman at ehoffman@associatedpensionservices.com.


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