Retirement Plan Associate - Arizona City - Modern Wealth Management

    Modern Wealth Management
    Modern Wealth Management Arizona City

    14 hours ago

    Description
    Retirement Plan Associate
    Location: 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
    • 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
    Qualifications
    Education:
    • No degree required
    • Industry credentials strongly preferred
    Experience:
    • 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
    Skills & Competencies:
    • 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
    Other Requirements:
    • Background check required
    • Ability to work onsite in Mesa, AZ
    Preferred Qualifications
    • ASPPA Retirement Plan Fundamentals Certificate (or willingness to obtain)
    • Prior experience supporting retirement plan committees or managing fiduciary documentation
    Why Join Us
    • 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
    Equal Employment Opportunity Statement

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