Capital Group, Retirement Plan Services Specialist - PP - Application via WayUp

WayUp; Irvine (CA); On-site; USD 61,000 - 119,000; Full time

Job summary

Join a forward-thinking company as a Retirement Plan Service Specialist, where you'll provide exceptional service and support for clients navigating complex retirement plans. This role requires a solid understanding of retirement plan administration and the ability to communicate effectively with various stakeholders. You'll be instrumental in educating clients on our web tools and product features, ensuring smooth operations and compliance with regulations. If you're a resourceful problem-solver with a passion for client service, this is the perfect opportunity to make a meaningful impact in a dynamic environment.

Benefits

Annual Performance Bonus

Retirement Plan Contribution

Competitive Salary

Equal Opportunity Employer

Qualifications

• Knowledge of retirement plan design, terminology, regulations, and procedures.
• Ability to apply Retirement Plan Services operations to work assignments.

Responsibilities

• Provide day-to-day service and support for PPTPA customers.
• Liaise with internal and external contacts for plan administration.

Skills

Retirement Plan Administration

Problem-Solving Skills

Communication Skills

Critical Thinking

Client Education

Education

ASPPA Retirement Plan Fundamentals (RPF) Certificate

401(k) Knowledge

Industry Credentials (QKA, QKC)

Job description

“I can succeed as a Retirement Plan Service Specialist at Capital Group.”

As a Retirement Plan Services Specialist, you will provide day-to-day service and support for Plan Premier Third-Party Administrator (PPTPA) customers responding to inquiries received via inbound phone calls, emails, and online portal. You will liaise with internal and external contacts including the plan sponsor, financial professional, TPAs and business partners (e.g., Empower Institutional) to ensure accurate ongoing administration of plans. You will respond to requests from external auditors; evaluate the purpose of the audit and information requested to provide appropriate data. Your scope will include educating clients on web tools, admin features, pricing, and product features/services; providing an in-depth overview of system and product features, functionality and processing as needed.

“I am the person Capital Group is looking for."

• You have a working knowledge of administration of retirement plan design, terminology, regulations and procedures and ability to apply to work assignments.

• You have a working knowledge of Retirement Plan Services (RPS) operations, capabilities, and product offerings and ability to apply to work assignments.

• You’re highly resourceful and a critical thinker. You think outside the box and present alternative solutions.

• You are action oriented with excellent problem-solving skills to tackle complex inquiries/requests.

• You enjoy collaborating and maintaining relationships, both internally and externally, and pride yourself on your strong communication skills.

• You have high learning agility and enjoy staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements.

• You hold ASPPA Retirement Plan Fundamentals (RPF) Certificate and have 401(k), 401(b) Retirement Plan Knowledge. Industry Credentials such as QKA, QKC are a plus.

San Antonio Base Salary Range: $61,044-$97,670

Orange County Base Salary Range: $74,282-$118,851

Indianapolis Base Salary Range: $65,018-$104,029

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

• Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.