Retirement Plan Coordinator

Capital Partners Mortgage LLC

Southern California, US
Southern california base: $82,218-$131,549; san an...
Manage book of business
Day-to-day service and support
Point of contact for financial professionals
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

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 will resolve complex inquiries related to our plans by utilizing resources to understand business and regulatory requirements.
  • You’ll receive a competitive salary, bonuses and benefits.

Matching 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.

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, health benefits, 2-for-1 matching gifts, annual grants

Skills & Requirements

Must-have

  • Manage book of business
  • Day-to-day service and support
  • Point of contact for financial professionals
  • Research and resolve issues
  • Analyze plan health
  • Consult and coach financial professionals

Nice-to-have

  • Bring authentic self to work
  • Foster sense of belonging
  • Seek diverse perspectives
  • Value talents and uniqueness
  • Live core values daily

Key Requirements

  • 5+ years retirement plan market knowledge
  • Knowledge of retirement plan design
  • Knowledge of retirement plan terminology
  • Knowledge of retirement plan regulations
  • Knowledge of retirement plan procedures

Work Rights

Not specified

Tailored Resume

Cover Letter