Retirement Plan Associate

Modern Wealth Management • Mesa, AZ

14h • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• ASPPA Retirement Plan Fundamentals Certificate (or willingness to obtain)
• Prior experience supporting retirement plan committees or managing fiduciary documentation

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

Benefits

• 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

What This Job Offers

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