Investment Coordinator

First Financial Group; Houston, Northern (TX, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

First Financial Group in Houston is seeking an Investment Coordinator to support employer groups with retirement plan solutions, investment products, and third-party admin services. You will coordinate enrollment, validate documents, and ensure plan compliance while supporting the Investment Director.

You will work alongside the investments team, leveraging FFEnroll and FFInvest, to align client needs with plan guidelines and market transactions.

Qualifications

• 3–5 years working with retirement plan benefit administration.
• 3 years of customer service or general business.
• Life & Health Insurance License (or be able to obtain in 90 days).
• FINRA Series 6 & 63 License (or be able to obtain within 24 months).
• Strong customer service skills and a proven track record of handling sensitive client information.

Responsibilities

• Liaise with the sales team to facilitate implementation, set-up, and enrollment for FFInvest.
• Coordinate with retirement services team at InvesTrust to ensure documents are accurate and compliant.
• Process new enrollment and beneficiary forms, ensuring completion and adherence to plan regulations.
• Send transmittals to FFInvest accounts and verify deduction files with payroll/benefits contacts.
• Resolve client issues with urgency and maintain knowledge of employee benefits and FFEnroll functionalities.
• Collaborate with management and senior staff to acquire new business and maintain customer satisfaction.

Skills

Customer service

Communication

MS Office Suite

Excel

Word

Outlook

Life & Health Insurance License

FINRA Series 6 & 63 License

Retirement plan administration

Education

High school diploma or GED

Tools

FFEnroll

FFInvest

InvesTrust

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Houston, TX, US

30+ days ago Requisition ID: 1086

Job Title: Investment Coordinator

Reports to: Investment & Medicare Solutions Director

Location: Corporate Office (Houston, TX)

Position Description:

Provides client support services to internal and external employer groups in coordinating and processing requests for non-ERSIA Retirement Plan solutions including investment products and third-party administrative services to promote investment options, plan compliance, record keeping and market transactions. Will provide administrative support and complete other duties as assigned by the Investment Director.

Responsibilities

• Works as a liaison with the sales team to help facilitate the implementation, set-up, and complete enrollment process for FFInvest
• Works directly with retirement services team at InvesTrust, ensuring all documents submitted are accurate and within plan guidelines
• Processes new enrollment and beneficiary forms, checking for completion and adherence to plan regulations
• Sends transmittals to all FFInvest accounts, works with payroll/benefits contacts to ensure deduction files are accurate
• Solves client problems with a sense of urgency, has and maintains a keen knowledge of employee benefits and retirement plan and all functionalities of FFEnroll
• Has a keen knowledge of company operations, insurance products, TPA services and the employee benefits/insurance industry
• Works with manager and senior staff to acquire new business, and maintain current customer satisfaction and retention

Qualifications

• High school diploma or equivalency (GED).
• 3-5 years working with retirement plan benefit administration
• 3 years of customer service or general business.
• Working knowledge of retirement plans and worksite marketing products.
• Life & Health Insurance License (or be able to obtain in 90 days).
• FINRA Series 6 & 63 License (or be able to obtain within 24 months).
• Strong customer service skills and a proven track record of handling sensitive client information.
• Must have proven oral and written communication skills through work.
• Knowledge of the K-12 market benefits preferred.
• Intermediate proficiency with Microsoft Office Suite, including Excel, Word & Outlook

Must be able to successfully complete a thorough background check.