Retirement Operations Plan Support Specialist

Retirement Operations Plan Support Specialist

Sparks Group has partnered with a well-known retirement plan advisor and fiduciary advisory firm to identify a Retirement Operations Plan Support Specialist. This role is responsible for coordinating the onboarding of new retirement plan clients, managing the administrative and operational steps required to establish new plans, and serving as a key point of contact throughout the onboarding process. 

JOB RESPONSIBILITIES:

• Manage the end-to-end onboarding process for new retirement plan clients, ensuring tasks and deliverables are completed accurately and on time.
• Serve as a primary client contact, providing professional communication and timely updates throughout onboarding.
• Coordinate with clients and internal teams to gather documentation, track milestones, resolve outstanding items, and facilitate plan implementation.
• Manage multiple onboarding projects, prioritize deadlines, anticipate next steps, and proactively address potential roadblocks.
• Maintain accurate records and documentation while following established procedures and protecting confidential information.
• Identify process improvements and escalate complex issues to the appropriate team members.

ADDITIONAL RESPONSIBILITIES:

• Support retirement counselors with plan administration and related operational tasks as needed.
• Track outstanding client requirements and follow up to ensure timely completion.
• Contribute to process improvements and maintain organized workflows as onboarding volumes increase.

QUALIFICATIONS:

• Prior experience in retirement plan administration, client onboarding, plan implementation, or a related financial services environment required.
• Experience with a retirement plan advisor, recordkeeper, or retirement plan provider preferred.
• Strong project coordination, organization, and time management skills, with the ability to manage multiple projects and deadlines.
• Excellent written and verbal communication skills, including professional phone and email etiquette.
• Strong attention to detail, accuracy, and follow-through.
• Proactive problem-solving skills, sound judgment, and the ability to anticipate needs and escalate issues appropriately.
• Proficiency in Microsoft Office, particularly Excel, and ability to learn operational systems.
• Ability to manage competing priorities in a fast-paced, team-oriented environment.
• Bachelor's degree or equivalent combination of education and relevant experience preferred.

EMPLOYEE BENEFITS:

The firm offers a comprehensive benefits package designed to support employees’ health, financial security, and overall well-being.

• 20% STIP Bonus
• Health Insurance: 100% company-paid medical, dental, and vision premiums, with flexible plan options and access to a broad provider network.
• Retirement Savings: Employer match of 50% on employee contributions up to IRS limits, with a variety of investment options.
• Additional Insurance: Company-sponsored life, AD&D, short-term disability, and long-term disability coverage.
• Employee Assistance Program: Confidential counseling and wellness resources.
• Concierge Health Support: Access to a dedicated healthcare concierge team for benefits guidance and support.
• Employee Perks and Discounts: Exclusive discounts on a variety of products and services.

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This job is Hybrid Remote.

Pay Range: Hourly $30.00 to $33.00

We offer several comprehensive benefits package including health and life insurance, paid and unpaid time off, and retirement and savings plans to qualifying employees.

Download the Sparks Group mobile app from Apple App Store or Google Play.

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Sparks Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, pregnancy, citizenship, family status, genetic information, disability, or protect veteran status.