Job Description

Confluence Financial Partners is seeking a dedicated and detail-oriented Retirement Plan Services (RPS) Associate to join our Retirement Plan Services team. This role is an exciting opportunity for a financial services professional who is passionate and committed to providing excellent client service, and eager to contribute to the continued growth of RPS.

The RPS Operations Associate will work closely with the Director of RPS and Chief Operating Officer (COO) to ensure that the needs of plan sponsors and participants are met with a high level of professionalism and care.

As with all Confluence associates, our desire is that the individual who accepts this position is an embodiment of the firm’s Core Values: Do Right, Improve Everyday, Enjoy The Journey, and Be Thankful.

Responsibilities

• Participant Service: Respond to participant inquiries, assist with service requests, and provide guidance regarding retirement plan features and benefits.
  
• Plan Setup Support: Collaborate with internal teams and external partners to support the implementation of new retirement plans, ensuring a smooth and efficient onboarding process.
  
• Education Coordination: Assist in scheduling and coordinating educational meetings and materials for plan sponsors and participants to promote retirement readiness and financial wellness.
  
• Client Relationship Management: Partner with the Director of RPS to build and maintain strong relationships with plan sponsors, ensuring high levels of satisfaction and trust.
  
• Fund Lineup Maintenance: Assist with the ongoing review and updating of investment fund lineups in retirement plans to ensure alignment with plan guidelines.
  
• Department Growth Support: Contribute to the ongoing development of the RPS department by identifying process improvements and participating in strategic initiatives aimed at expanding our services.

Qualifications

Required Qualifications

• Bachelor’s degree
• Minimum of 2 years of previous experience in financial services or a related field
• Demonstrated excellence in client services skills
• Excellent organizational skills with the ability to manage multiple priorities effectively
• Strong written and verbal communication skills
• Team-oriented, collaborative mindset
• Self-motivated with a passion for helping to grow a department
  
  Preferred Qualifications
• Experience working with 401(k), 403(b), or other qualified retirement plans
• Familiarity with ERISA regulations and plan design

Job Type: Full-Time

Salary: From $60,000

Reports To: Director of Retirement Plan Services

Work Location: Sewickley, PA

Benefits:

• Health, Vision, & Dental Insurance
• 401(k)
• Paid Time Off (PTO)
• Short-Term Disability Insurance
• Employee assistance program (EAP)
• Paid holidays
• Long-Term Disability and life insurance (available for purchase)
• Opportunities for Professional Development

Confluence Financial Partners values diversity in its hiring process and practices. The firm does not discriminate against candidates or employees on the basis of race, gender, sexual orientation, disability, or other such status.