Retirement Plan Services Administrator

Build a Career That Makes a Difference

At Guidance Advisors, we help employers and their employees prepare for a more confident financial future.

For more than 30 years, we've partnered with East Tennessee businesses to provide retirement plan consulting and personalized wealth management. As our firm continues to grow, we're looking for a motivated, service-minded professional to join our Retirement Plan Services team.

If you're organized, dependable, enjoy helping people, and are looking for a long-term career—not just another job—we'd love to meet you.

Why Join Guidance Advisors?

· Join a respected, locally owned financial advisory firm with a 30 year history

· Work alongside experienced financial professionals who enjoy mentoring others

· Build a rewarding career in the growing retirement plan industry

· Receive firm-paid professional licensing and education

· Enjoy a supportive, collaborative team environment

· Make a meaningful impact by helping businesses and their employees prepare for retirement

What You'll Do

· Coordinate client service requests and follow-up

· Prepare reports and meeting materials

· Maintain client records and CRM data

· Assist with retirement plan onboarding and implementation

· Support compliance and administrative processes

· Communicate professionally with clients, advisors, and retirement plan providers

· Help ensure projects are completed accurately and on time

The Ideal Candidate

· Highly organized and detail-oriented

· Dependable with excellent follow-through

· Friendly, professional, and service-focused

· Comfortable managing multiple priorities

· Self-motivated and eager to learn

· A strong communicator with a positive attitude

· Committed to accuracy and continuous improvement

What Success Looks Like

· Building strong relationships with our advisors and team

· Confidently managing daily client service responsibilities

· Delivering timely, accurate support to clients

· Learning our systems and retirement plan processes

· Beginning progress toward professional licensing

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.

Benefits

· Competitive salary based on experience, qualifications, and licensing

· 401(k) retirement plan

· Paid Time Off

· Paid Holidays

· Firm-paid licensing

· CFP® education pathway

· Ongoing training and professional development

· Long-term advancement opportunities

This Position Is a Great Fit If You...

· Enjoy helping people succeed

· Like creating organization and solving problems

· Care about doing things right the first time

· Want a stable career with opportunities to grow

· Thrive in a collaborative, team-oriented environment

Apply Today

If you're looking for a career where your work is appreciated, your growth is encouraged, and your efforts make a meaningful difference, we'd love to hear from you.

Apply today and begin building your future with Guidance Advisors.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Professional development assistance

Work Location: In person