Administrative Coordinator, Retirement Plan Services

We are a rapidly growing investment advisory firm in West Warwick, RI seeking an Administrative Coordinator to support our Retirement Plan Services department. The ideal candidate brings at least 2 years’ comparable experience in a professional office environment. We are looking for someone with a vibrant personality who will be able to provide exceptional support to the department and white glove customer service to plan participants and outside business partners alike.

Responsibilities:

• The Administrative Coordinator will provide support to the team by:
• Providing calendar management and meeting coordination with clients and business partners.
• Creating presentation materials and prepping for all committee and employee meetings.
• Maintain the case management log for our in-house ‘all-hands’ meetings and ensure case notes are archived appropriately.
• Field all client/participant phone calls, provide white glove customer support.
• Maintain CRM profiles to ensure all client information is up to date.
• Various administrative/clerical projects and tasks

• The Administrative Coordinator will provide support to the client by:
• Field all Participant Calls
• Quarterly Check in Calls to all Retirement Plan clients
• Assisting in the presentation for both Employee Education Meetings and Committee
• Act as the liaison between client and record keeper/TPA and help to find solutions for issues that arise from the day-to-day operations of client Retirement Plans. (i.e., payroll upload,)
• Facilitate onboarding procedures for new clients

Benefits

• Health & Welfare Benefits (Health, Dental, Vision, Disability, EAP)
• 401(k) plan with match
• Discretionary annual profit sharing
• PTO
• Company paid holidays.
• Company paid team volunteer opportunities
• Leadership and career development opportunities
• Networking opportunities
• Free subscription to top of the line finance applications for personal use.