Retirement Plan Coordinator

Capital Group

Southern California, US
Base: southern california $82,218-$131,549; san an...
Retirement plan design knowledge
Retirement plan regulations
Day-to-day service and support
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.
  • Capital Group offers a culture, compensation and opportunities that empower our associates to build successful and prosperous careers.

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

Base: Southern California $82,218-$131,549; San Antonio $67,590-$108,144; Indianapolis $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

Skills & Requirements

Must-have

  • Retirement plan design knowledge
  • Retirement plan regulations
  • Day-to-day service and support
  • Researching and resolving inquiries
  • Managing a book of business

Nice-to-have

  • Fostering a strong sense of belonging
  • Celebrating differences
  • Collaborating and maintaining relationships
  • Consulting and coaching financial professionals

Key Requirements

  • 5+ years in-depth retirement plan market knowledge
  • Apply knowledge to work assignments
  • Stay informed of company products and services
  • Resolve complex inquiries
  • Demonstrate initiative and sound judgment

Work Rights

Not specified

Tailored Resume

Cover Letter