Retirement Plan Operations Specialist jobs in United States
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Foundation Risk Partners · 6 hours ago

Retirement Plan Operations Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
date2+ years exp

Foundation Risk Partners is one of the fastest growing retirement plan consulting firms in the US, and they are seeking a detail-oriented and highly organized Operations Specialist to join their team. This role is critical in supporting 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.

InsuranceRisk Management

Responsibilities

Process and monitor retirement plan transactions including contributions, distributions, rollovers, and plan changes
Assist advisors with plan setup, documentation, and compliance-related tasks
Ensure adherence to regulatory requirements and internal policies

Qualification

Retirement plan experienceCRM systems proficiencyBachelor’s degreeAttention to detailCommunication skills

Required

Bachelor's degree in Business, Finance, Accounting, or a related field
2–5+ years of experience working with retirement plans, particularly 401(k) plans, or financial services
Experience supporting advisors and/or clients in a retirement plan or financial services environment
Strong interpersonal, written, and verbal communication skills
High attention to detail and ability to manage multiple projects simultaneously
Proficiency with CRM systems (Salesforce preferred) and Microsoft Office Suite

Benefits

Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays

Company

Foundation Risk Partners

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Foundation Risk Partners is born of decades of insurance expertise and leadership.
dateFounded in 2017
location
Daytona Beach, Florida, USA
people-size1001-5000 employees
web-link
https://foundationrp.com/

Funding

Current Stage
Late Stage
Total Funding
$2M
Key Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M

Leadership Team

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Charlie Lydecker
President & CEO
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Thomas Tinsley
Chief Administrative Officer
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Recent News

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Company data provided by crunchbase