Retirement Plan Enrollment Specialist

Compass Retirement Consulting Group; Stratham (NH); On-site; USD 50,000 - 55,000; Full time

Job summary

Compass Retirement Consulting Group seeks a detail-oriented Retirement Plan Administration Coordinator to support fiduciary-level enrollment services and daily operations. This role acts as a contact for clients’ retirement plans and assists with enrollment communications and participant support.

The position is full-time, in-office in Stratham, NH, Monday–Friday, with growth potential within the organization.

Qualifications

• High school diploma required with strong written and verbal skills.
• Analytical thinker with ability to learn retirement plan concepts.
• Capable of proactive problem solving and initiative.
• Excellent attention to detail and multitasking ability.

Responsibilities

• Coordinate participant enrollment across fiduciary-level plans.
• Maintain enrollment records and perform quality control reviews.
• Communicate with plan sponsors, participants, and vendors.
• Prepare and distribute participant communications via electronic or paper mail.
• Create SOPs and document processes for assigned tasks.
• Support general administrative duties and data security.

Skills

Verbal & Written Comm

Analytical skills

Problem solving

Attention to detail

Time management

Retirement plans knowledge

Independent & collaborative

Education

High School Diploma

Tools

Verify

Excel

Pension Pro

Outlook

Job description

Compass Retirement Consulting Group seeks a detail-oriented Retirement Plan Administration Coordinator to support fiduciary-level enrollment services and daily operations. This role acts as a contact for clients’ retirement plans and assists with enrollment communications and participant support.

The position is full-time, in-office in Stratham, NH, Monday–Friday, with growth potential within the organization.