Retirement Plan Associate

Retirement Plan Associate

Location: Mesa, AZ (In-Office)

Department: Retirement Plan Services

Employment Type: Full-Time

Reports To: Retirement Plan Leadership

We are seeking a detail-oriented Retirement Plan Associate to join our Retirement Plan Services team. This entry-level role provides essential support to Retirement Plan Advisors by assisting with fiduciary documentation, meeting preparation, client servicing, and operational execution.

This position is ideal for an early-career financial services professional who is eager to learn retirement plan administration and grow into more advanced advisory or client-facing roles over time.

• Prepare materials for Retirement Plan Committee meetings and assist with tracking action items
• Support Retirement Plan Advisors in managing existing client relationships
• Complete Salesforce tasks and maintain accurate client and plan records
• Navigate recordkeeping platforms to access and download reports and plan documentation
• Maintain and organize fiduciary and client files in accordance with compliance standards
• Track team deliverables to ensure service-level expectations are met or exceeded
  
  Monitor progress against team objectives and timelines
• Collaborate closely with team members to deliver high-quality client service
• Participate in retirement plan administration training and professional development
• Assist with special projects and process improvement initiatives as assigned

Education:

• No degree required
• Industry credentials strongly preferred

Experience:

• 1–2 years of relevant experience preferred (retirement plan support, recordkeeping, or similar roles)
• Experience with recordkeepers such as Fidelity, Paychex, or Epic is a plus

Skills &

Competencies:

• Strong attention to detail and organizational skills
• Clear written and verbal communication abilities
• Proficiency in Microsoft Office Suite
• Experience with CRM systems (Salesforce preferred)
• Ability to work collaboratively in a team-based environment

Other Requirements:

• Background check required
• Ability to work onsite in Mesa, AZ

• ASPPA Retirement Plan Fundamentals Certificate (or willingness to obtain)
• Prior experience supporting retirement plan committees or managing fiduciary documentation

• Entry-level role with a clear growth path into advisory positions
• Collaborative, team-oriented environment
• Hands-on exposure to retirement plan administration and fiduciary processes
• Ongoing training and professional development opportunities

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. Reasonable accommodations are provided throughout the hiring process.