Retirement Plan Client Admin & Coordination

Lovascogroup; Detroit (MI); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) plan and company match

Employer paid life insurance

Short-term disability insurance

Long-term disability insurance

Flexible spending account

Generous paid time off

Paid parental leave

Summer Friday hours

Professional development assistance

Volunteer days with local charity

Team building events and outings

Hybrid and flexible work environment

Job summary

LoVasco, located in downtown Detroit, seeks a Client Administration Associate to support retirement plan consultants and deliver high-quality administrative services. You will coordinate client meetings, manage onboarding, documentation, and internal workflows while maintaining confidentiality and professionalism in all client communications.

You'll work with consultants and service partners to ensure timely deliverables, maintain project records in Salesforce, and assist with proposal and

Qualifications

• Prior experience in administrative, client service, or executive assistant roles.
• Experience in financial services, retirement plans, or professional services preferred.
• Strong organizational skills and ability to manage competing priorities.
• Proficiency in Outlook, Calendly, Asana, Salesforce, or similar project management and CRM tools

Responsibilities

• Coordinate client meetings and capture detailed notes/minutes.
• Manage client communications and respond to routine requests.
• Support onboarding, compliance workflows, and document management.
• Track tasks and deadlines in the firm’s project management system; alert consultants when at risk.
• Maintain confidentiality and professional client communication.
• Support scheduling for prospect meetings and preparation of onboarding materials.

Skills

Organizational skills

Attention to detail

Communication

Multitasking

Professionalism

Education

Administrative/EA experience

Tools

Outlook

Calendly

Asana

Salesforce

Job description

LoVasco, located in downtown Detroit, seeks a Client Administration Associate to support retirement plan consultants and deliver high-quality administrative services. You will coordinate client meetings, manage onboarding, documentation, and internal workflows while maintaining confidentiality and professionalism in all client communications.

You'll work with consultants and service partners to ensure timely deliverables, maintain project records in Salesforce, and assist with proposal and