Capital Group · 22 hours ago
Retirement Plan Services Specialist - PP
Irvine
Full-time
Onsite
Mid Level
$63K/yr - $101K/yrCapital Group is a leading investment management company dedicated to improving people's lives through successful investing. They are seeking a Retirement Plan Services Specialist to provide day-to-day service and support for Plan Premier Third-Party Administrator customers, responding to inquiries and ensuring accurate ongoing administration of retirement plans.
Financial Services
Responsibilities
Provide day-to-day service and support for Plan Premier Third-Party Administrator (PPTPA) customers responding to inquiries received via inbound phone calls, emails, and online portal
Liaise with internal and external contacts including the plan sponsor, financial professional, TPAs and business partners to ensure accurate ongoing administration of plans
Respond to requests from external auditors; evaluate the purpose of the audit and information requested to provide appropriate data
Educate clients on web tools, admin features, pricing, and product features/services; provide an in-depth overview of system and product features, functionality and processing as needed
Qualification
Required
You have a working knowledge of administration of retirement plan design, terminology, regulations and procedures and ability to apply to work assignments
You have a working knowledge of Retirement Plan Services (RPS) operations, capabilities, and product offerings and ability to apply to work assignments
You're highly resourceful and a critical thinker. You think outside the box and present alternative solutions
You are action oriented with excellent problem-solving skills to tackle complex inquiries/requests
You enjoy collaborating and maintaining relationships, both internally and externally, and pride yourself on your strong communication skills
You have high learning agility and enjoy staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements
You hold ASPPA Retirement Plan Fundamentals (RPF) Certificate and have 401(k), 401(b) Retirement Plan Knowledge
Preferred
Industry Credentials such as QKA, QKC are a plus
Benefits
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Group
Capital Group was established in 1931 in Los Angeles, California, and now has 31 offices around the globe.
Founded in 1931Los Angeles, CA, US
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gitlin
President & CEO
Canise Arredondo (she/her/hers)
Chief Financial Officer
Recent News
2024-05-06
2024-04-17
2024-02-27
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