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