What are the responsibilities and job description for the Retirement Plan Operations Specialist position at Guidance Advisors, Inc.?
GUIDANCE ADVISORS
Our mission is to help investors create, implement, and enjoy a clear vision of their retirement story.
Retirement Plan Operations Specialist
Position Summary
We are seeking a Retirement Plan Operations Specialist to support our Retirement Planning Services Division. The ideal candidate is relationship-oriented, highly organized, detail-focused, and committed to delivering exceptional service to business clients and retirement plan participants.
Primary Responsibilities
Client Service
- Serve as the primary service contact for retirement plan sponsors.
- Coordinate client meetings and annual reviews.
- Provide prompt, professional service.
Operations
- Coordinate plan implementation and conversions.
- Monitor payroll contribution processing.
- Work with recordkeepers, TPAs, payroll providers, and custodians.
- Support participant enrollment and education meetings.
Administration
- Maintain accurate client records.
- Track service requests through completion.
- Assist with annual compliance activities.
Relationship Management
- Develop long-term client relationships.
- Support advisors in business development.
- Represent Guidance Advisors professionally.
Qualifications
- Bachelor's degree or equivalent experience preferred.
- Excellent communication and organizational skills.
- Strong attention to detail.
- Microsoft Office proficiency.
- Retirement plan experience preferred but not required.
Why Join Guidance Advisors?
Guidance Advisors has served retirement plan sponsors and investors for more than 30 years. We are committed to building lasting client relationships while fostering a collaborative, supportive workplace. Our team values integrity, professionalism, continuous learning, and exceptional client service. This is an opportunity to build a meaningful career while helping businesses and employees prepare confidently for retirement.
Compensation & Benefits
- Compensation based on experience and qualifications
- Bonus and Incentive Opportunity
Benefits may include:
• Health Insurance
• Retirement Plan
• Paid Time Off
• Professional Development
• Continuing Education
• Performance Incentives
Equal Opportunity Employer
Guidance Advisors is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.
To Apply
Please submit your resume and a brief cover letter describing your interest in joining Guidance Advisors.
todd@retirementischanging.com