Retirement Plan Services Associate

As a Retirement Plan Services Associate at Allworth Financial, your primary responsibilities will include providing administrative support in client data maintenance, assisting Retirement Plan Advisors in scheduling meetings, and managing the onboarding of new business. You'll also handle administrative tasks like preparing service agreements and generating quarterly invoices. This role is essential in ensuring smooth operations within our Retirement Plan Services division, allowing you to leverage your organizational skills while supporting both clients and advisors.

To be eligible for the Retirement Plan Services Associate role at Allworth Financial, a minimum of 2 years of administrative support experience is preferred. You should be proficient in Microsoft Office, especially Excel, and possess excellent organizational and customer service skills. While a high school diploma is required, an Associate's Degree is preferred. Familiarity with retirement industry regulations and a keen eye for detail are also advantageous for this position.

The salary for the Retirement Plan Services Associate position at Allworth Financial ranges from $50,000 to $56,000 annually, depending on your experience. Additionally, this role is eligible for an annual performance-based bonus, providing an opportunity to enhance your overall earnings while contributing to the company’s success.

Allworth Financial offers a comprehensive benefits package for Retirement Plan Services Associates, including medical, dental, and vision insurance, flexible spending accounts, and generous 401(k) contributions. Non-exempt associates receive 25.5 days of paid time off annually, and there are options for equity purchase programs. We are committed to fostering a supportive workplace where employees can thrive.

While experience in the financial sector is not strictly required for the Retirement Plan Services Associate position at Allworth Financial, familiarity with retirement planning processes and a willingness to learn are important. The firm values diverse backgrounds and encourages those with strong administrative skills and an eagerness to grow within the financial services industry to apply.

In the role of Retirement Plan Services Associate, it's crucial to showcase your ability to manage multiple tasks effectively. Discuss specific administrative experiences where you successfully organized data, scheduled meetings, and maintained client communications. Highlight any software tools, such as Salesforce or Excel, that you've utilized to improve efficiency in your previous roles.

As a potential Retirement Plan Services Associate, you'll want to emphasize your time management abilities. Share examples of how you've prioritized tasks in previous positions, perhaps outlining a scenario where you met critical deadlines under pressure while maintaining quality. Discuss your ability to remain organized and focused amidst changing priorities.

In your response, recount a specific situation that exemplifies your commitment to customer service. Highlight the actions you took to go above and beyond for clients and the positive outcome that resulted. Relate this back to working as a Retirement Plan Services Associate, showing your understanding of the importance of client relationships within the retirement planning process.

When discussing your excitement for working in financial services, connect your passion for helping individuals secure their financial future with the responsibilities of the Retirement Plan Services Associate role. Highlight how you admire Allworth Financial's client-centric approach and the role you envision yourself playing in facilitating client education and support.

In this digital age, proficiency with technology is essential. Speak to your comfort level with various tools, particularly those mentioned in the job description, such as Microsoft Office and data management software. Share specific examples of how you've successfully adapted to new technologies in previous roles and your willingness to learn new software solutions.

Addressing confidentiality is key in the role of a Retirement Plan Services Associate. Discuss the importance of discretion in handling sensitive information, citing policies or practices you've adhered to in past roles to protect client data privacy. Illustrating your understanding of confidentiality will demonstrate professionalism.

To answer this question effectively, relate your previous experience and skills to the key responsibilities outlined for the Retirement Plan Services Associate. Highlight your commitment to personal and professional growth, along with your eagerness to contribute positively to the company culture and client outcomes at Allworth Financial.

Collaboration is vital in the Retirement Plan Services Associate role. Discuss your previous experiences working with teams, emphasizing how you contribute ideas, communicate effectively, and support colleagues. This is an excellent opportunity to showcase your people skills and ability to foster a friendly and productive work environment.

Staying informed about industry changes is crucial as a Retirement Plan Services Associate. Explain your proactive approach to professional development by mentioning resources you utilize, such as webinars, industry reports, or professional associations. Display your commitment to continuous learning in retirement regulations and best practices.

As a prospective Retirement Plan Services Associate, detail your organizational skills and collaborative approach when assisting with onboarding new clients. Outline specific steps you would take, such as ensuring all paperwork is completed, introducing new clients to the respective advisors, and coordinating meetings to set clear expectations.