Retirement Plan Operations Specialist
Company:Foundation Risk Partners
Location:Florida
Languages:English
Seniority level:Middle, 2-5+ years
Experience:2-5+ years
Skills:
SalesforceAccountingAttention to detailOrganizational skillsWritten communicationMultitaskingDocumentationComplianceMicrosoft Office SuiteInterpersonal skillsVerbal communicationCRMFinance
Requirements:
Bachelor’s degree in Business, Finance, Accounting, or a related field. 2–5+ years of experience working with retirement plans, particularly 401(k) plans, or financial services. Experience supporting advisors and/or clients in a retirement plan or financial services environment. Strong interpersonal, written, and verbal communication skills. High attention to detail and ability to manage multiple projects simultaneously. Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite.
Responsibilities:
Process and monitor retirement plan transactions (contributions, distributions, rollovers, plan changes). Assist advisors with plan setup, documentation, and compliance tasks. Ensure adherence to regulatory requirements and internal policies.
