Retirement Plan Coordinator

Capital Partners Mortgage LLC

Southern California, US
Southern california base: $82,218-$131,549; san an...
On-site
Retirement plan market knowledge
American funds proprietary bundled plans
Financial professionals and plan sponsors
Capital Partners Mortgage LLC is seeking a Retirement Plan Coordinator to manage a book of business and provide support for proprietary retirement plans. The company emphasizes a diverse and inclusive workplace culture while offering competitive compensation and benefits

Job Summary

  • As a Retirement Plan Coordinator, you will be responsible for managing a book of business and enjoy providing day-to-day service and support for American Funds proprietary bundled plans, acting as the main point of contact for financial professionals and plan sponsors.
  • You have 5+ years of in-depth retirement plan market knowledge, including retirement plan design, terminology, regulations and procedures and know how to apply it to work assignments.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking a Retirement Plan Coordinator to manage a book of business and provide support for proprietary retirement plans. The company emphasizes a diverse and inclusive workplace culture while offering competitive compensation and benefits.

Salary

Southern California Base: $82,218-$131,549; San Antonio Base: $67,590-$108,144; Indianapolis Base: $71,995-$115,192; Bonus/Equity: individual annual performance bonus, Capital’s annual profitability bonus; Benefits: company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits, 2-for-1 matching gifts for charitable contributions, annual grants for organizations

Skills & Requirements

Must-have

  • Retirement plan market knowledge
  • American Funds proprietary bundled plans
  • Financial professionals and plan sponsors
  • Qualified plan and compliance testing

Nice-to-have

  • Fostering a strong sense of belonging
  • Celebrating differences
  • Diverse perspectives, experiences, and backgrounds

Key Requirements

  • 5+ years of in-depth retirement plan market knowledge
  • Knowledge of retirement plan design, terminology, regulations and procedures
  • Ability to resolve complex inquiries
  • Strong communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter