Retirement Plan Associate

Pinnacle Staffing Group AZ • Mesa, AZ

15h • $65,000 - $65,000 • Onsite

About The Position

Pinnacle Staffing Group is supporting a well-established and reputable Registered Investment Advisor (RIA) firm in Mesa, AZ in their search for a Retirement Plan Associate . This is an entry-level opportunity supporting Retirement Plan Advisors with fiduciary documentation, client servicing, and operational execution.

Requirements

• 1–2 years of relevant experience preferred
• Strong attention to detail and organizational skills
• Clear written and verbal communication abilities
• Proficiency in Microsoft Office Suite
• CRM experience preferred
• Ability to work onsite in Mesa, AZ
• Background check required

Nice To Haves

• ASPPA Retirement Plan Fundamentals Certificate or willingness to obtain
• Experience with recordkeepers such as Fidelity, Paychex, or Epic

Responsibilities

• Prepare materials for retirement plan committee meetings and track action items
• Support advisors with ongoing client relationships and service needs
• Maintain accurate client and plan records within CRM systems (Salesforce preferred)
• Navigate recordkeeping platforms to access reports and plan documentation
• Organize fiduciary and client files in accordance with compliance standards
• Track deliverables to ensure service-level expectations are met

Benefits

• Clear growth path into advisory or client-facing roles
• Hands-on exposure to retirement plan administration and fiduciary processes
• Ongoing training and professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed