What are the responsibilities and job description for the Relationship Manager- Retirement Plans position at Advo(k)ate Advisors?
Company Description
Advo(k)ate Advisors, LLC is a financial services firm that specializes in advising employer-sponsored retirement plans. Our mission is to improve 401(k) participant outcomes by reducing fees, reaching more plan participants with better education, and bringing unrivaled service, knowledge and experience to retirement plan sponsors that have been neglected by their service providers. We call ourselves Advo(k)ate Advisors with a “k”, because 401(k) plans are our business.
Role Description
Advo(k)ate Advisors is seeking a detail‑oriented and highly dependable Relationship Manager to support our retirement plan client service and office operations. This role plays a key part in ensuring our client experience, quarterly investment review process, and internal workflows run efficiently. The ideal candidate is organized, proactive, and comfortable balancing administrative responsibilities with data‑driven tasks that support both our advisors and our clients. This individual will assist in preparing quarterly investment review materials, maintain internal systems, and help keep daily office operations running smoothly. This is a part-time, in-office position, scheduled Monday through Thursday from 8:00 AM to 2:00 PM.
AREAS OF RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
- Support quarterly investment review preparation by pulling asset data, entering information, and helping populate review reports
- Prepare materials for client meetings, including client presentations and recordings, assembling documents, printing packets, and ensuring accuracy
- Coordinate quarterly education webinars for plan sponsors and participants
- Maintain internal systems and processes such as our online portal for plan documents, investment changes, and other key records
- Assist with check processing and mailing, ensuring timely and accurate handling
- Maintain office licenses and state registrations
- Manage office supplies and general office upkeep to keep the workspace running efficiently
- Provide general administrative support to the team as needed to ensure smooth daily operations
Qualifications:
- Strong organizational skills with the ability to manage multiple tasks and deadlines
- Comfort working with data, including pulling reports, entering information, and reviewing documents for accuracy
- Proficiency with Microsoft Office (Word, Excel, Outlook, PPT) and willingness to learn industry‑specific software
- Excellent communication skills, both written and verbal, with a professional and friendly demeanor
- Ability to work independently while also collaborating closely with advisors and team members
- High attention to detail and a commitment to accuracy in all tasks
- Experience in administrative or client service roles, ideally in financial services or a professional office environment
- Comfort working in a fast‑paced environment and adapting to evolving priorities
- FINRA and/or Insurance licensure not required but welcomed