Denver Retirement Plan Operations Coordinator

E.A. Buck Financial Services; Denver (CO); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health Savings Account (HSA)

Flexible Savings Account (FSA)

Paid vacation and holidays

401(k) with matching

Job summary

E.A. Buck Financial Services is seeking a Retirement Plan Service Associate for our Achieve Retirement team in Denver, CO.

The role focuses on operational, administrative, and project coordination support to help Relationship Managers, Participant Engagement Specialists, and Operations deliver organized service. The candidate should be highly organized, detail-oriented, and self-motivated, with 1–2 years of relevant experience.

Qualifications

• Bachelor's degree preferred.
• 1-2 years in admin/ops/project coordination or financial services support preferred.
• Background check including fingerprinting and references required.

Responsibilities

• Prepare agendas, materials, minutes and follow-up items for Investment Committee Meetings and team meetings.
• Coordinate meeting scheduling and logistics; maintain folders, recordings and uploads.
• Create, maintain and track operational workflows, document requests, and reports.
• Monitor plan implementation projects and deadlines to support timely completion.
• Process new-hire retirement plan enrollment requests and coordinate paperwork with providers.
• Assist with participant mailings, communications and internal team requests.
• Support onboarding and client implementation activities and cross-functional backup work.
• Maintain confidential participant and plan information and escalate issues as needed.

Skills

Organizational skills

Attention to detail

Project coordination

Administrative support

Education

Bachelor's degree

Job description

E.A. Buck Financial Services is seeking a Retirement Plan Service Associate for our Achieve Retirement team in Denver, CO.

The role focuses on operational, administrative, and project coordination support to help Relationship Managers, Participant Engagement Specialists, and Operations deliver organized service. The candidate should be highly organized, detail-oriented, and self-motivated, with 1–2 years of relevant experience.