Retirement Plan Services Administrator

Guidance Advisors, Inc.

Knoxville (TN)

On-site

USD 50,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Bonus and Incentive Opportunity
Compensation based on experience and qualifications

Job summary

Guidance Advisors, Inc. is looking for a Retirement Plan Operations Specialist in Knoxville, Tennessee. The role involves serving as the primary contact for retirement plan sponsors, coordinating client meetings, and supporting participant education.

The ideal candidate is detail-focused, relationship-oriented, and has excellent communication skills. This position offers a chance to build lasting client relationships while contributing to retirement planning services.

Qualifications

  • Excellent communication and organizational skills.
  • Strong attention to detail.
  • Retirement plan experience preferred but not required.

Responsibilities

  • Serve as the primary service contact for retirement plan sponsors.
  • Coordinate client meetings and annual reviews.
  • Monitor payroll contribution processing.
  • Support participant enrollment and education meetings.

Skills

Excellent communication skills
Organizational skills
Attention to detail

Education

Bachelor's degree or equivalent experience

Job description

Retirement Plan Operations Specialist
Position Summary

We are seeking a Retirement Plan Operations Specialist to support our Retirement Planning Services Division. The ideal candidate is relationship-oriented, highly organized, detail-focused, and committed to delivering exceptional service to business clients and retirement plan participants.

Primary Responsibilities
Client Service
  • Serve as the primary service contact for retirement plan sponsors.
  • Coordinate client meetings and annual reviews.
Operations
  • Coordinate plan implementation and conversions.
  • Monitor payroll contribution processing.
  • Work with recordkeepers, TPAs, payroll providers, and custodians.
  • Support participant enrollment and education meetings.
Administration
  • Track service requests through completion.
  • Assist with annual compliance activities.
Relationship Management
  • Develop long-term client relationships.
  • Support advisors in business development.
  • Represent Guidance Advisors professionally.
Qualifications
  • Bachelor's degree or equivalent experience preferred.
  • Excellent communication and organizational skills.
  • Strong attention to detail.
  • Retirement plan experience preferred but not required.
Why Join Guidance Advisors?

Guidance Advisors has served retirement plan sponsors and investors for more than 30 years. We are committed to building lasting client relationships while fostering a collaborative, supportive workplace. Our team values integrity, professionalism, continuous learning, and exceptional client service. This is an opportunity to build a meaningful career while helping businesses and employees prepare confidently for retirement.

  • Compensation based on experience and qualifications
  • Bonus and Incentive Opportunity
Benefits may include:
  • Compensation based on experience and qualifications
  • Bonus and Incentive Opportunity
Equal Opportunity Employer

Guidance Advisors is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.

To Apply

Please submit your resume and a brief cover letter describing your interest in joining Guidance Advisors.

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