Retirement Plan Administration Analyst

1 week ago

Pasadena, CA, United States Transition Finance Strategies LLC Full time
Retirement Plan Administration Analyst

Pasadena, CA • 401(k) and Pension

Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge to help employees across the country build financial independence.

At Blue Ridge Associates, we don't just administer retirement plans - we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees across the country to take ownership of their financial futures. We're proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.

Whether remote or based in one of our seven offices across the country, our team members work together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees.

About Blue Ridge Associates

We are a professional services firm that provides third-party retirement plan administration services for companies that sponsor Employee Stock Ownership (ESOPs) and 401(k) Plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA and Maple Grove, MN, although our client base is nationwide. We are one of the top 2 companies that provide ESOP recordkeeping and administration services in the country, and we continue to grow our retirement services business (401(k), DB, CB).

That's Where You Come in as a Retirement Plan Administration Analyst
Blue Ridge Associates is seeking a Retirement Plan Administration Analyst that will be an ambassador of our organization to our clients and industry.

An analyst is primarily responsible for:
  • All aspects of engagement management
  • Client communication
  • Compliance and discrimination testing
  • Transaction administration
  • Distribution and loan processing
  • Regulatory reporting
  • Other duties as assigned
What We're Looking for in a Retirement Plan Administration Analyst

The ideal Analyst will be:
  • Organized
  • Detail-oriented
  • Self-motivated
  • Capable of manage their own caseload and deadlines
Requirements

Retirement Plan Administration Analyst Requirements
  • Prior experience working with retirement plans (defined benefit/defined contribution plans a plus)
  • Highly preferred if a candidate can speak Mandarin, Cantonese, or Spanish to better serve our clients
  • Must be able to commute to our Pasadena, CA office daily
  • Excellent oral and written communication skills
  • Ability to learn and retain key concepts
  • Associate or bachelor's degree preferred (Equivalent skills and industry experience will be considered in lieu of a degree)
  • Must have a strong familiarity with financial concepts
  • Excellent customer relations skills
  • Aptitude in accounting and math
  • Intermediate Microsoft Excel skills
  • Ability to meet deadlines and manage workloads
  • Excellent organizational skills
  • Ability to work on several projects concurrently
  • Ability to multi-task with accuracy, dependability, sense of integrity, and self-motivated
  • Ability to meet deadlines timely
  • Exceptional attention to detail with excellent organizational skills
  • Strong collaboration skills
  • Professionalism
Why You'll Love Working Here as a Retirement Plan Administration Analyst

You'll join a company that values hard work, supports each other, and believes in doing work that matters.

We offer:
  • Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
  • 401(k) with company match + HSA with company contribution
  • Generous PTO for parental leave, vacation, and holiday time
  • Support for certifications, association dues, and professional development
  • A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Join Us as We Build Wealth for Generations

Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.

We live by our values every day:
  • Precision - Accurate records, timely and error-free service
  • Efficacy - Ensuring compliance and guiding clients toward retirement readiness
  • Advocacy - Supporting regulatory changes that benefit employers and employees
  • Collaboration - Trusted partners to clients, advisors, and teammates
  • Excellence - Proactive, personalized, high-touch service in all we do

This is more than a job. It's your opportunity to build a meaningful career while helping others build financial security for life.

Apply now and make a career out of making a difference

Equal Opportunity Employer
Must be authorized to work in the US.

Salary Description

$24.03 - $27.88

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