What are the responsibilities and job description for the Retirement Plans Service Associate position at Financial Integrators?
Description
Are you a detail-oriented professional who loves the logic behind the numbers? Do you get energized by the challenge of managing complex plans and navigating regulations?
Financial Integrators is seeking a Retirement Plans Service Associate to join our Qualified Retirement Plans team. This is a highly analytical, hands-on role for a self-starter who enjoys the intersection of data, compliance, and client service.
You’ll partner closely with financial advisors, plan sponsors, and recordkeepers to provide seamless service. We’re looking for a critical thinker with strong analytical skills who is ready to dive into the details of a regulated professional services environment.
Location: This position is based in Des Moines, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.
Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.
What You’ll Do
We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support
Requirements
What We’re Looking For
Are you a detail-oriented professional who loves the logic behind the numbers? Do you get energized by the challenge of managing complex plans and navigating regulations?
Financial Integrators is seeking a Retirement Plans Service Associate to join our Qualified Retirement Plans team. This is a highly analytical, hands-on role for a self-starter who enjoys the intersection of data, compliance, and client service.
You’ll partner closely with financial advisors, plan sponsors, and recordkeepers to provide seamless service. We’re looking for a critical thinker with strong analytical skills who is ready to dive into the details of a regulated professional services environment.
Location: This position is based in Des Moines, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.
Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.
What You’ll Do
- Preparing qualified retirement plan review meeting agendas
- Preparation and processing of retirement plan paperwork, including group retirement plan forms, recordkeeper forms, TPA forms, and investment reports
- Creation of retirement plan proposals
- Coordination of investment reports with the qualified retirement plan investment committee
- Direction and handling of participant inquiries
- Assisting plan sponsors and recordkeepers with questions and processes
- Coordinating with TPA regarding compliance functions
- Following up on post-client meeting tasks ensuring completion of plan-specific task work
- Facilitating discussions between advisors and retirement plan service providers
We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support
Requirements
What We’re Looking For
- Bachelor’s or other college degree, certification, or equivalent
- 0-2 years in the financial industry; experience with retirement plan administration preferred
- Good financial and analytical skills
- Ability to gather and analyze client data
- Ability to identify, meet, and follow through with team tasks and client needs
- Strong verbal and written communication skills
- Strong attention to detail with the ability to work efficiently & accurately
- Self-starter, problem solver, goal oriented, and a team player
- Excellent customer service, communication, and relationship building skills required
- Standing or sitting for extended periods of time in an office environment
- Working on a computer for extended periods of time
- Lifting up to 15 pounds