Entry-Level Retirement Plan Associate

Trilogy Financial Services, Inc.; Irvine (CA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive Compensation

Comprehensive Medical, Dental, and Vis

Life Insurance

Long Term Disability

Supplemental Insurance

Paid Time Off and Holidays

Wealth Wise Program

Employee Assistance Program

401(k) Matching

Eligible Profit Sharing

Career Development, Mentorship and Edu

Team Events

Achievement Awards and Trips

Job summary

Trilogy Financial Services, Inc. in Irvine, CA seeks a Service Associate ERS to provide administrative and client service support for the Employer Retirement Solutions team.

This entry-level role develops knowledge of qualified retirement plans, ERISA regulations, and internal processes while delivering exceptional client service. Under supervision, you will assist with plan documentation, client inquiries, and coordination with recordkeepers and TPAs, building foundational experience in

Qualifications

• Bachelor’s degree preferred.
• Proficient in Microsoft Outlook and Microsoft Office Suite.
• Knowledge of qualified plans, ERISA regulations, and plan administration preferred.
• Previous client service or financial services experience preferred.

Responsibilities

• Respond to routine client and advisor inquiries, escalating more complex issues as appropriate.
• Assist clients with completing annual questionnaires and required retirement plan documentation.
• Coordinate communication between clients, recordkeepers, TPAs, payroll providers, accountants, and other third-party vendors.
• Prepare retirement plan reports, meeting materials, and client documentation.
• Schedule client meetings and support advisor meeting preparation.
• Maintain accurate client records and update internal systems.
• Follow established procedures to ensure timely completion of assigned work.
• Participate in departmental training and continue developing retirement plan knowledge.
• Perform other duties as assigned.

Skills

Strong organizational and time mgmt

Excellent verbal and written comms

Attention to detail

Follow established procedures

Prioritize multiple tasks

Initiative and willingness to learn

Teamwork

Builds client relationships

Education

Bachelor’s degree preferred

Tools

Microsoft Outlook

Microsoft Office Suite

Job description

Trilogy Financial Services, Inc. in Irvine, CA seeks a Service Associate ERS to provide administrative and client service support for the Employer Retirement Solutions team.

This entry-level role develops knowledge of qualified retirement plans, ERISA regulations, and internal processes while delivering exceptional client service. Under supervision, you will assist with plan documentation, client inquiries, and coordination with recordkeepers and TPAs, building foundational experience in