Entry-Level 401(k) Plan Admin Associate

JORDAN & ASSOCIATES RETIREMENT SERVICES; Santa Rosa (CA); On-site; USD 37,000 - 44,000; Full time

Job summary

Jordan & Associates Retirement Services in Santa Rosa, CA seeks an enthusiastic self-starter for data entry and administration of qualified retirement plans. You will handle client communication, data gathering, and documentation while supporting consultants and team members.

The role emphasizes accuracy, organization, and ability to work independently with checklists and procedures. Salary is hourly, with full-time hours and opportunities for growth within the firm.

Qualifications

• Excellent written and oral communication and strong organizational skills.
• Proficiency with MS Word, Excel, and Teams; PensionPro experience is a plus.
• Strong analytical and problem-resolution abilities.
• Ability to work independently using checklists and procedures.
• Detail-oriented while maintaining awareness of larger goals.

Responsibilities

• Assist with data entry and transaction processing for qualified retirement plans.
• Provide high levels of client service and coordinate with clients, teams, and consultants.
• Communicate service expectations clearly and document timeframes with clients.
• Monitor assigned items and follow through to resolution with clients and vendors.
• Manage data requests from clients and maintain filing and document systems.
• Update databases and logs; respond to plan activity inquiries.
• Complete special projects with minimal supervision.
• Support other duties and projects as assigned.

Skills

Communication skills

Organizational skills

MS Office

PensionPro

Analytical skills

Teamwork

Tools

PensionPro

Job description

Jordan & Associates Retirement Services in Santa Rosa, CA seeks an enthusiastic self-starter for data entry and administration of qualified retirement plans. You will handle client communication, data gathering, and documentation while supporting consultants and team members.

The role emphasizes accuracy, organization, and ability to work independently with checklists and procedures. Salary is hourly, with full-time hours and opportunities for growth within the firm.