View All Jobs, Sorted by Date

Retirement Plan Services Analyst

Jordan & Associates Retirement Services

in Santa Rosa CA

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      

View All Jobs, Sorted by Date

Manage This Listing (employer only)