Part-Time Retirement Plan Associate

When you ask people what gives them peace of mind to live their best life having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

Essential Duties and Responsibilities (includes but is not limited to):

• Assist with the preparation of quarterly investment management documentation under the guidance of senior team members.
• Learn and apply fee analysis and benchmarking practices to contribute to optimized plan performance.
• Develop basic plan review meeting materials to support client communication collaborating with senior colleagues.
• Track key dates and events for clients and advisors including fund changes notices 5500 filings and compliance deadlines with guidance from the team.
• Assist with plan amendments and recordkeeper fund changes under supervision.
• Review retirement plan invoices for accuracy and learn the approval process.
• Update fee and service agreements for plan sponsors under the guidance of senior associates.
• Support new business and lost business processes by assisting with data entry and ensuring accurate submission and monitoring.
• Provide general support to advisors and clients by resolving basic administrative issues and directing complex inquiries to senior team members.
• Compile basic fund line-up proposals for clients considering investment options and fees under the guidance of senior staff.
• Assist with communication related to fund or plan changes keeping clients and advisors informed.
• Schedule and follow up on client meetings under supervision to ensure effective communication.
• Participate in RFP due diligence research tasks under the guidance of senior colleagues.
• Assist with planning and scheduling participant education sessions including enrollment meetings.
• Conduct research and develop basic communication materials to promote participant education initiatives collaborating with the team.
• Learn and manage reminders to clients regarding fiduciary and financial academy opportunities.
• Update Salesforce data related to plan design contacts and marketing distribution with oversight from the team.
• Manage personal productivity in Salesforce and contribute to team success.
• Support the implementation of Workplace to Wealth strategies working with the team.
  

Qualifications Skills and Requirements:

• Emerging understanding of ERISA regulations and fiduciary best practices in the retirement plan industry.
• Demonstrated capacity to build and document processes and procedures.
• Excellent communication presentation and interpersonal skills.
• Experience with data analysis and reporting tools.
• Demonstrated ability to manage multiple tasks and projects effectively.
• Proactive and results-oriented approach to client service and business development.
• Proficiency with Microsoft Office Suite (Word Excel and PowerPoint).
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality able to adopt new solutions and help respond to the impact of new systems.
• Must be able to maintain confidentiality of highly sensitive client information including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
  

Education Training and Experience:

• Bachelors degree in Business Economics Finance or a related field (preferred) or relevant work experience.
• 0-2 years of experience in retirement plan operations or a similar role

Your base pay is dependent upon your skills education qualifications professional experience and addition to base pay some roles are eligible for variable compensation commission and/or annual bonus based on your individual performance and/or the companys performance. We also offer eligible employees health wellbeing retirement and other financial benefits paid time off overtime pay for non-exempt employees and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more visit: is an equal opportunity employer. Not only as a matter of standard but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity insists on equity and inclusion and connects us. Ensuring our people feel seen valued respected and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status uniformed servicemember status race color religion sex sexual orientation gender identity age (40 and over) pregnancy (including childbirth lactation and related medical conditions) national origin or ancestry citizenship or immigration status physical or mental disability genetic information (including testing and characteristics) or any other category protected by federal state or local law (collectively protected characteristics). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances we will consider qualified applications with arrest or conviction records for employment. For applicable candidates the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry or ban the box laws in California Connecticut Colorado Hawaii Illinois Maine Maryland Massachusetts Minnesota New Jersey New Mexico Oregon Rhode Island Vermont and Washington.

In short we believe in hiring the most qualified applicant for the position regardless of background.

If you have questions about our hiring policies and practices we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence AI technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions ensuring a streamlined and effective hiring experience. However AI does not replace the humans in our process. If you have concerns about our use of AI you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!