What are the responsibilities and job description for the Operations Coordinator position at Great Gray Group?
Why Great Gray / RPAG?
RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry’s leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
The Role
Great Gray is looking to add an Operations Coordinator to our Administrative Services Team . This position is responsible for coordinating, supporting and executing operational activities across a variety of channels. This individual must demonstrate a high standard of professionalism, accuracy and efficiency.
Location
This position will work from our Aliso Viejo, CA office.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
Responsibilities
- Schedules client appointments
- Supports executive team members with a variety of ad-hoc projects / requests
- Onboards and processes new client accounts as well as client terminations
- Supports the planning and execution of tradeshows and client (financial / retirement advisor) events
- Manages and updates databases as required
- Provides billing support when necessary
- Corresponds with clients on new account and ongoing service-related questions
- Complete other related duties as assigned
Qualifications & Experience
Base Compensation
Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are :
Investor Background
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $28 billion and has completed over 150 platform investments. MDP invests across five dedicated industry verticals, including basic industries; business and government software and services; financial and transaction services; health care; and telecom, media, and technology services.
Equal Employment Opportunity Policy
Great Gray, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
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