Retirement Plan Admin Specialist

TransGlobal Holding Co.; Diamond Bar (CA); On-site; USD 31,795 - 43,711; Full time

Benefits offered by this job

Competitive salary and benefits package

Professional development opportunities

Collaborative work environment

Job summary

A leading financial services platform seeks a Retirement Plan Assistant Administrator in Diamond Bar, CA. The role includes managing retirement plan activities, processing client requests, and ensuring compliance with procedures. Candidates should possess a Bachelor's degree in relevant fields and have strong analytical, organizational, and communication skills. Experience with retirement plan software and proficiency in Excel are preferred. The position offers competitive pay from $23.08 to $31.73 based on experience.

Qualifications

• Strong analytical skills with the ability to interpret data and identify trends.
• Excellent communication skills for interacting with clients and stakeholders.
• High attention to detail and accuracy in managing records.

Responsibilities

• Administer day-to-day retirement plan activities and process client requests.
• Communicate professionally with clients and address inquiries.
• Review forms and data for accuracy and compliance.

Skills

Analytical skills

Attention to detail

Organizational skills

Communication skills

Time management

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Microsoft Excel

Retirement plan administration software

Job description

The Retirement Plan Assistant Administrator provides operational and client support for retirement plan services by ensuring accurate execution of administrative processes and timely handling of client requests. This role requires strong attention to detail, logical and structured thinking, and a high level of accountability. The successful candidate is comfortable working in a client-facing environment, adept at using systems and data, and committed to learning and continuous improvement .

MAJOR DUTIES AND RESPONSIBILITIES

• Administer day-to-day retirement plan activities, including processing client requests and maintaining accurate plan and participant records.
• Communicate professionally with clients to obtain required information, provide updates, and address inquiries.
• Review forms, data, and reports to ensure accuracy, completeness, and compliance with established procedures.
• Coordinate with internal teams and external service providers to resolve issues and ensure timely completion of tasks.
• Prepare reports, summaries, and supporting documentation using internal systems and Excel.
• Maintain organized records to support audit, compliance, and service quality standards.
• Manage multiple assignments concurrently while meeting deadlines and maintaining accuracy.
• Take ownership of assigned responsibilities and ensure issues are followed through to resolution.

BASIC QUALIFICATIONS

• Bachelor's degree in Accounting , Finance, Business Administration, or a related field, or equivalent experience.
• Prior experience in retirement plan administration, benefits administration, financial services, or operations is preferred.
• Proficiency in Microsoft Excel and retirement plan administration software .
• Strong analytical skills with the ability to interpret data, identify trends, and solve problems.
• Excellent communication skills for interacting with clients, participants, and internal stakeholders.
• High attention to detail, accuracy, and organizational skills with the ability to manage multiple priorities and deadlines.
• Logical and process-oriented thinking with the ability to understand how data and workflows interrelate.
• Strong organizational and time management skills.
• Willingness and ability to learn new systems, plan rules, and procedures
• Professional written and verbal communication skills.

WHO WE ARE

With over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.

WHY JOIN US

• Industry Leader: Join the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.
• Multilingual & Multicultural: Work in a dynamic, diverse environment that understands and serves multicultural communities.
• Career Growth: Access to cross-functional training, licensing support, and professional development opportunities.
• Collaborative Culture: Be part of a supportive team that values innovation, initiative, and shared success.
• Impactful Work: Help individuals and families achieve financial security and generational wealth.

WHAT WE OFFER

• Competitive salary and benefits package.
• Opportunity to work in a collaborative and innovative environment.
• Professional development and growth opportunities.
• Pay starts at $23.08 ~ $31.73 based on experience.