Pension Scheme Coordinator

3 weeks ago


Tucson, Arizona, United States Pinnacle Plan Full time
About Pinnacle Plan
We are a growing company that offers a great work environment, challenging career development, and the chance to work with some of the best and brightest. We are all about our people. Our employees agree that we offer a unique opportunity to grow professionally and personally.

Job Description:
We are seeking a highly organized and motivated Retirement Plan Project Coordinator to join our team. This role is critical in ensuring the seamless coordination of retirement plan data, client onboarding, and workflow management. The ideal candidate will bring a blend of technical skills, attention to detail, and an interest in retirement plan administration.

Key Responsibilities:
  • Maintain and update database fields for plan provisions, contact information, and client data.
  • Track and collect data from clients and prospective clients.
  • Assist in developing and refining the SB Only proposal process.
  • Conduct initial reviews and imports of client information into systems; perform preliminary eligibility and vesting determinations.
  • Request and follow up on missing information for prospective clients.
  • Modify and enhance plan design illustrations for visually appealing proposals; include commentary to clarify illustrations.
  • Prepare service agreements and fee schedules for new SB Only clients.
  • Oversee new client setups, including initial database field configuration for plan provisions.
  • Assist clients with onboarding to the payment portal.
  • Prepare and assemble plan documents for review.
  • Coordinate events for TPA SB Only clients.
  • Prepare billing for SB Only clients as needed.
  • Provide support to Plan Consultants, Actuaries, and Owners as required.
  • Act as a backup for various positions and assist with workflow management.

Requirements:
  • Bachelor's degree in a related field or equivalent experience.
  • Minimum three years of experience in retirement plan administration.
  • Intermediate proficiency in Microsoft Office Suite (Word, Excel, Access, PowerPoint, and Outlook).
  • Strong organizational skills with the ability to manage multiple projects simultaneously.
  • Effective problem-solving abilities and the capability to assess priorities efficiently.
  • Excellent attention to detail and ability to work across various departmental cultures.

Benefits:
We offer a competitive compensation package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. Additionally, we provide opportunities for professional growth and development, as well as a collaborative and dynamic work environment.

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