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Role Description

The Retirement Plan Coordinator will assist with providing high-quality service to our clients and support the annual administration of the plans. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

• Primary contact for assigned retirement plans and responsible for the quarterly administration of the plans using the process checklist and recurring tasks in our CRM
• Coordinate with finance team to reconcile quarterly billing for retirement plans
• Reviews and recommends communication design and delivery strategies for assigned retirement plans
• Manage the investment fund changes on a quarterly basis - paperwork/fi360 reports/participant & sponsor notices
• Utilize RPAG Software to provide analysis on potential takeover retirement plans
• Schedule, prepare for and facilitate committee meetings and participant education delivered at client locations or virtually
• Liaison between assigned retirement plans and our third party vendors
• Coordinates all workflow processes to see deliverables through to completion
• Maintain effective working relationships with assigned clients and advisors
• Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to support the department objectives
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Makes decisions and takes action to ensure client satisfaction with assigned retirement plans

Qualifications

• CRPS designation preferred
• Minimum of 2 years of experience in the retirement plan industry
• Excellent written and oral communication skills
• Experience working with CRM systems (e.g., Salesforce)
• A proven track record of excellent customer service and client retention
• Extremely detail oriented, exceptional follow through, and reliable in all aspects
• Bachelor's degree required

Benefits

• 11 Paid Holidays
• 3 Weeks (PTO)
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

Company Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.