FRP of Florida · 1 month ago
Retirement Plan Operations Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expAdvus Financial Partners, one of the fastest growing retirement plan consulting firms in the US, is adding a Retirement Plan Operations Specialist to their team. This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans.
FinanceInsurance
Responsibilities
Process and monitor retirement plan transactions including contributions, distributions, rollovers, and plan changes
Assist advisors with plan setup, documentation, and compliance-related tasks
Ensure adherence to regulatory requirements and internal policies
Qualification
Required
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 and Microsoft Office Suite
Preferred
Salesforce
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
FRP of Florida
FRP of Florida, a Foundation Risk Partners Company, has been serving the Daytona Beach, Ormond Beach and surrounding areas for over six decades.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase