Retirement Plan Service Associate

E.A. Buck Company; Denver (CO); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Employer-paid health insurance

Paid time off

Paid holidays

401k with matching

Health savings account (HSA)

Flexible spending account (FSA)

Job summary

E.A. Buck Company in Denver, CO seeks a Retirement Plan Service Associate to support the Achieve Retirement team with coordination, documentation, and enrollment activities.

You will assist Relationship Managers, Participant Engagement Specialists, and Operations to keep projects moving, maintain accurate records, and deliver consistent service in a fast-growing financial services firm. The role is on-site in Denver and requires living in Colorado.

Qualifications

• Bachelor’s degree preferred.
• 1–2 years of admin, operations, or financial services support experience preferred.
• Background checks, including fingerprinting and references, required.
• Strong organizational and communication skills.

Responsibilities

• Prepare agendas, meeting materials, minutes, and follow-up items for meetings.
• Coordinate meeting scheduling, logistics, and maintain folders and recordings.
• Create and track operational workflows, document requests, and reports.
• Monitor project timelines and internal deadlines to ensure timely completion.
• Process enrollment requests and help with paperwork and provider documents.
• Assist with participant mailings, communications, and plan-level projects.
• Support onboarding and client implementation activities; learn recordkeeper processes.
• Maintain confidential participant and plan information; escalate issues as needed.

Skills

Highly organized

Detail-oriented

Interpersonal communication

Self-directed

Analytical mindset

Advanced computer skills

Multitasking

Confidential information handling

Education

Bachelor’s degree preferred

Job description

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a Retirement Plan Service Associate to join our Achieve Retirement team! The Retirement Plan Service Associate provides operational, administrative, project coordination, and workflow support to our Retirement Services team, helping Relationship Managers, Participant Engagement Specialists, and Operations deliver organized, consistent service.

This role is ideal for someone who is highly organized, detail-oriented, self-motivated, and interested in building a career in retirement plan services. Rather than serving as the primary manager of client relationships, this associate will be a key behind-the-scenes resource who helps coordinate meetings, maintain accurate records, support plan enrollment activities, and keep team projects moving forward.

Candidate will be based in Denver, CO.

This position is a full-time position, working on-site at our Denver office.

NOTE: Only people who are currently living in Colorado will be considered for this role.

Salary / Benefits Package:

• Base Salary range of $65,000 to $70,000 per year, based on experience.
• Competitive benefits package including 100% employer paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching.

Duties and Responsibilities

• Prepare agendas, meeting materials, minutes, and follow-up items for Investment Committee Meetings (ICMs) and other team meetings.
• Coordinate meeting scheduling and logistics; maintain organized meeting folders, documentation, recordings, and uploads.
• Create, maintain, and track operational workflows, document requests, recordkeeper reports, and recurring administrative processes.
• Monitor retirement plan implementation projects, service activities, action items, and internal deadlines to support timely completion.
• Process new-hire retirement plan enrollment requests, coordinate applications and paperwork, submit documents to providers, and track completion.
• Assist with participant mailings, communications, plan-level administrative projects, and internal team requests.
• Support internal projects, eBook and scorecard initiatives, and implementation follow-up while communicating project status and outstanding items.
• Assist with onboarding and new client implementation activities; learn retirement plan operations and recordkeeper processes to provide cross-functional backup support.
• Maintain accurate and confidential participant and plan information, escalating outstanding items or process concerns as needed.

Job Requirements:

• Bachelor’s Degree preferred.
• 1-2 years of experience in administration, operations, project coordination, financial services support, or a similar professional environment preferred.
• Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.

Prior experience in one or more of the following preferred:

• Administrative support, meeting coordination, or project tracking.
• Operational workflows, document management, or process improvement.
• Financial services, retirement plan administration, or recordkeeper support.
• Enrollment processing, implementation coordination, or provider documentation

Preferred Skills & Qualifications:

• Highly organized and detail-oriented, with strong follow-through.
• Strong written and verbal interpersonal communication skills.
• Self-directed, self-motivated, and eager to learn new systems and processes.
• Analytical mindset and ability to identify and resolve administrative issues.
• Advanced computer skills and ability to maintain accurate trackers and documentation.
• Ability to manage multiple priorities and deadlines while handling confidential information appropriately.