- Prepare materials for Retirement Plan Committee meetings and assist with tracking action items
- Support Retirement Plan Advisors in managing existing client relationships
- Complete Salesforce tasks and maintain accurate client and plan records
- Navigate recordkeeping platforms to access and download reports and plan documentation
- Maintain and organize fiduciary and client files in accordance with compliance standards
- Track team deliverables to ensure service-level expectations are met or exceeded
- Monitor progress against team objectives and timelines
- Collaborate closely with team members to deliver high-quality client service
- Participate in retirement plan administration training and professional development
- Assist with special projects and process improvement initiatives as assigned
- No degree required
- Industry credentials strongly preferred
- 1-2 years of relevant experience preferred (retirement plan support, recordkeeping, or similar roles)
- Experience with recordkeepers such as Fidelity, Paychex, or Epic is a plus
- Strong attention to detail and organizational skills
- Clear written and verbal communication abilities
- Proficiency in Microsoft Office Suite
- Experience with CRM systems (Salesforce preferred)
- Ability to work collaboratively in a team-based environment
- Background check required
- Ability to work onsite in Mesa, AZ
- ASPPA Retirement Plan Fundamentals Certificate (or willingness to obtain)
- Prior experience supporting retirement plan committees or managing fiduciary documentation
- Entry-level role with a clear growth path into advisory positions
- Collaborative, team-oriented environment
- Hands-on exposure to retirement plan administration and fiduciary processes
- Ongoing training and professional development opportunities
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Retirement Plan Associate - Arizona City - Modern Wealth Management
Description
Retirement Plan AssociateLocation: Mesa, AZ (In-Office)
Department: Retirement Plan Services
Employment Type: Full-Time
Reports To: Retirement Plan Leadership
Position Overview
We are seeking a detail-oriented Retirement Plan Associate to join our Retirement Plan Services team. This entry-level role provides essential support to Retirement Plan Advisors by assisting with fiduciary documentation, meeting preparation, client servicing, and operational execution.
This position is ideal for an early-career financial services professional who is eager to learn retirement plan administration and grow into more advanced advisory or client-facing roles over time.
Key Responsibilities
Education:
-
Senior Planning Associate
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Senior Planning Associate
Only for registered members Phoenix
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Senior Planning Associate
Only for registered members Phoenix, AZ
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Online Travel Planning Associate
Only for registered members Arizona City, Arizona, United States
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Remote Planning Support Associate
Full time Only for registered members Phoenix
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Financial Planning and Analysis Associate
Only for registered members Scottsdale
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Retirement Plan Associate
Only for registered members Mesa, AZ
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Retirement Plan Associate
Only for registered members Mesa
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Financial Planning Support Associate
Only for registered members Tempe, AZ
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Financial Planning and Analysis Associate
Only for registered members Scottsdale, Arizona, United States
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Associate Principal - Landscape Architecture or Master Planning - 3487249
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Fabrication Associate
Full time Only for registered members Phoenix
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Assistant Store Leader
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District Human Resources Manager
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Assistant Store Leader
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Financial Advisor
Only for registered members Phoenix
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Financial Advisor
Only for registered members Phoenix
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Resident Care Associate- 2-10pm
Only for registered members Phoenix
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Store Manager
Full time Only for registered members Phoenix
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Resident Care Associate
Only for registered members Phoenix
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Resident Care Associate
Only for registered members Phoenix