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Documents and Operations Coordinator

Jordan & Associates Retirement Services

in Remote / Santa Rosa CA

Logo for Jordan & Associates Retirement Services

We are a mid-size northern California third-party administration/actuarial firm that was established in 1978. We’re looking for a dedicated individual with technical knowledge and experience in the pension industry to work with our Partner/Consultants doing plan document drafting, amendments and restatements, including onboarding new/takeover plans. The person who fills this role will ultimately design procedures and coordinate document projects with Administrators and other office staff. This is a full-time position which may be performed onsite or remotely.

Essential Duties and Responsibilities:

  • Work with our web-based documents system to draft or update plan provisions, produce signature-ready plan document and service agreement packages for transmission to clients
  • Work with our sales departments to onboard new or takeover plans onto our office and project management systems
  • Work with and update project management tools to track workflow, save documentation and prepare reports
  • Follow and complete existing project procedures
  • Participate in development of new processes and coordination between Office, Administration and Document Teams
  • Assist Administration Team and other Document Team members with technical research

Requirements:

  • Significant professional experience in the pension industry
  • Significant knowledge of pension regulations
  • Excellent written/oral communication and organization skills
  • Strong analytical and problem resolution skills
  • Ability to work independently as well as in a team environment
  • Ability to adapt and excel in a changing environment with shifting priorities
  • Proficiency in MS Office (Outlook, Excel and Word) and Adobe products
  • Experience using various database tracking and reference tools
  • Proficiency with one or more retirement plan document drafting systems

Preferred but not absolutely required:

  • Active designations from ASPPA (preferably QPA or CPC or higher) or NIPA (preferably APA or higher)
  • Experience with FIS/Relius Document drafting systems
  • Experience with PensionPro database, project tracking and communication tools

Benefits:

  • A competitive hourly wage based on your experience and abilities, ranging from $35 - $55 per hour
  • Overtime is generally not necessary but if needed, is paid at time and a half
  • Participation in our 401(k) and Cafeteria Plans
  • Employer-paid health/dental insurance premiums up to $600 per month
  • Employer-paid Life and disability insurance
  • Generous paid vacation, sick and holiday time

Visit our website

How to Apply

To apply, please email your resume to TPA@jandaretirement.com.


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