Now Hiring - Retirement Account Coordinator in Mission Viejo, CA

Are you driven by accuracy with numbers? Would you like to be part of a collaborative work environment where your expertise is highly valued? If you answered “YES!” to these questions, and currently reside in Southern California, then we invite you to consider this exciting opportunity at a local Financial Services Firm!

Family owned and operated since 1991, this financial services firm focused on comprehensive planning and wealth management. We’re looking for a full-time Retirement Account Coordinator to join our experienced team. This Retirement Account Coordinator will provide administrative, project and executive support to the team. This role will also help oversee and coordinate communications between members and planners and act as a liaison with vendors in administering their retirement plans. Please note: This position is on-site at our office in Mission Viejo, CA.

WHAT YOU WILL DO

• Serve as a point of contact for plan participants
• Process paperwork to open accounts, contributions/distributions and investment changes
• Provide administrative, project, and executive support to the team
• Oversee and coordinate communications between plan participants and planners
• Coordinate annual projects for the team
• Act as a primary liaison to vendors in administering their retirement plans
• Perform basic data entry tasks to utilize and manage WinOPS, our back office system
• Complete other duties at the discretion of management

ABOUT YOU

• Highly organized and detail-oriented
• Values a high degree of integrity and honesty in the workplace
• Thrives in a collaborative work environment
• Capacity to prioritize projects, work well under pressure, and meet deadlines
• Aspires to grow at a company where longevity is highly valued
• Ambitious and motivated to learn

QUALIFICATIONS

• High School Diploma combined with relevant experience acceptable
• Maintains a positive “helping” disposition and a stellar work ethic
• Professionalism – performs in a professional manner and maintains competency and a positive attitude in a fast-paced work environment.
• Ability to works well under pressure
• Advanced skills with MS Office Suite programs (MS Word, Excel and Outlook)
• Working knowledge of databases and maintaining on-line shared systems
• Preferred experience in financial services and investment paperwork/transactions

PHYSICAL REQUIREMENTS

• Must be able to remain in stationary position for extended periods of time
• The person in this position will often move about inside the office to access file cabinets, office machinery, etc.
• Ongoing daily activity operating a computer and other similar productivity machinery such as calculator, copy machine, computer, printer etc.
• Constantly positions oneself to maintain ability to move and change positions, while sitting or stooping, or crouching etc. as required
• Ability to communicate, detect, converse with, discern, convey, express oneself, exchange information with others throughout entire workday and if required beyond workday as necessary
• Ability to detect, determine, perceive, identify, recognize, judge, observe, inspect, estimate, assess as required of position
• Ability to work with temperatures of typical office climate and environment
• Occasionally the employee may be required to lift or carry 10-50 lbs

Job Type: Full-time

Pay: $25.00 - $28.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Mission Viejo, CA: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

• High school or equivalent (Required)

Work Location: In person