What are the responsibilities and job description for the Client Operations Coordinator position at Pension Consultants Inc?
The Client Operations Coordinator supports the delivery of accurate, high-quality client reports and operational data for retirement plan clients. This part-time role (approximately 30 hours per week, with flexible scheduling) involves gathering, validating, and organizing plan information to support internal teams and client meetings. The position combines Excel-based data management with administrative coordination to ensure smooth and efficient client service operations.
Responsibilities
- Collect and validate plan documents, plan terms, and administrative elections
- Conduct analysis and enter data for plan contributions and auto-features
- Collect and maintain plan investment and fee data
- Prepare support materials for client reports and plan committee meetings
- Maintain and update internal databases to ensure accuracy and completeness of plan-level data
- Collaborate with internal stakeholders to ensure accurate data is used in all client deliverables
- Provide general support to the client service team, including scheduling meetings, preparing materials, and assisting with other client-related projects as needed
KPIs
- % of Projects Completed on Time
- % of Tasks Completed on Time
Requirements
Candidates should be detail-oriented, proficient in Microsoft Excel (basic formulas, sorting, and formatting), and highly organized. Prior experience in data entry, reporting, or administrative support is preferred, along with clear written and verbal communication. The role requires reliability, accuracy, and the ability to manage multiple tasks in a professional office environment. Approximately 30 hours per week, with some scheduling flexibility.