Patriot Growth Insurance Services, LLC · 1 day ago
401(K) Administrator
Fairfax, VA
Part-time
Onsite
Entry Level
2+ years expPatriot Growth Insurance Services is a national insurance services firm focused on employee benefits and property and casualty agencies. The 401(k) Administrator provides administrative and operational support to the Retirement Plan Benefits Division, ensuring efficient operations and high levels of service for clients and internal stakeholders.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Develop and distribute a weekly retirement-focused newsletter using approved content sources
Maintain accurate asset tracking, relationship records, and broker involvement details
Organize and manage SharePoint files, ensuring client, prospect, onboarding, and archived materials are current and properly maintained
Manage internal tracking systems related to prospecting, onboarding, compliance, fiduciary training, and financial education initiatives
Coordinate employee and individual client activities, including meeting scheduling, financial education requests, rollovers, and service inquiries
Support client relationships by organizing meetings, tracking services, and assisting with financial needs assessments
Assist with comparative fund analysis, virtual meetings, and data research to support client recommendations
Draft and edit client communications, presentations, spreadsheets, and reports
Perform additional administrative and client service tasks as assigned
Qualification
Required
2+ years of experience in administrative, retirement plan, or financial services support
Associate degree in Business Administration, Finance, or a related field required
Strong organizational skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
Client-focused mindset with the ability to provide responsive, empathetic support
Strong problem-solving skills and attention to detail
Ability to collaborate effectively in a team environment
Proficiency with CRM systems, Microsoft Office Suite, and collaboration tools
Commitment to confidentiality, ethical standards, and continuous learning
Preferred
Bachelor's degree preferred
Familiarity with retirement plans or financial services strongly preferred
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401(k) with employer match
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase