Retirement Plan Associate

Pinnacle Staffing Group AZMesa, AZ
15h$65,000 - $65,000Onsite

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
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