Retirement Plan Operations Specialist

FRP Florida Insurance Partners

Winter Park, Florida, US
On-site
Process retirement plan transactions
Monitor plan contributions and distributions
Ensure regulatory adherence
This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans

Job Summary

  • This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans.
  • Assist advisors with plan setup, documentation, and compliance-related tasks.
  • FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental.

Matching Summary

This role is critical in supporting our Retirement Plan Advisors and Client Relationship Managers by ensuring the smooth execution of operational and transactional tasks related to 401(k) and other retirement plans.

Skills & Requirements

Must-have

  • Process retirement plan transactions
  • Monitor plan contributions and distributions
  • Ensure regulatory adherence
  • Back-office support
  • Process efficiency

Nice-to-have

  • Detail-oriented
  • Highly organized
  • Manage multiple projects

Key Requirements

  • 2–5+ years retirement plan experience
  • Bachelor’s degree in Business, Finance, Accounting
  • Experience supporting advisors
  • Proficiency with CRM systems
  • Proficiency with Microsoft Office Suite

Work Rights

Must reside in Florida

Tailored Resume

Cover Letter