Job Closed

This listing is no longer active.

EP Wealth Advisors, LLC logo
EP Wealth Advisors, LLC

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.

Retirement Plan Coordinator

Location

United States

Posted

101 days ago

Salary

0

No structured requirement data.

Job Description

Retirement Plan Coordinator

EP Wealth Advisors, LLC

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. 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.

Job Requirements

  • 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

Related Categories

Related Job Pages

More Administration Jobs

OtherRemoteTeam 1,001-5,000

Benefit Programs Specialist I represents the entry level in the occupational group for employees working under close supervision while being trained in determining eligibility for a variety of social services government assistance programs. Upon recommendation by the supervisor, approval by the director, and successful completion of the training program, the employee shall be redefined to full-performance Benefit Programs Specialist II with a corresponding salary increase as indicated by the local department’s compensation plan. Benefit Programs Specialist I is distinguished from the Benefit Programs Specialist II by the latter’s performing all the assigned eligibility duties independently and making judgments following agency practices and procedures and mandated federal, state, or local laws and policies. This position could be titled as a Benefit Program Specialist II if the applicant has current or prior experience performing all the assigned eligibility duties independently and making judgments following agency practices and procedures and mandated federal, state, or local laws and policies. The role may be approved for full-time remote work based on the selected candidate’s demonstrated experience, proficiency, and ability to perform the essential functions of the position with minimal supervision. Due to state tax, payroll, and operational requirements, applicants must reside in either the Commonwealth of Virginia or the State of West Virginia at the time of hire and throughout employment. General Work Tasks: Conducts interviews of persons to determine eligibility for assistance and redetermines their continuing eligibility; Explains nature of temporary assistance benefit programs and determines reasons and need for assistance; Processes applications for financial assistance and diversion; explains client responsibilities, rights and program availability; Evaluates consistency and completeness of data secured, and where indicated substantiates its accuracy; Computes assistance plans; Determines the need for and amount of allowances for special circumstance items; Evaluates such social factors as education, work experience, and levels of social functioning; and Evaluates employability of clients and explores potential sources of income. Knowledge, Skills, and Abilities: Knowledge- Some knowledge of: basic human behavior; mathematics to calculate percentages, formulas and averages to solve mathematical problems; and interviewing techniques such as data collection and investigation. Skills- Skill in operating a personal computer and the associated office and agency software. Abilities- Demonstrated ability to: communicate effectively both orally and in writing; interview, gather information, and evaluate situations; analyze information; apply common sense understanding to carry out instructions furnished in written or oral form; exercise sound judgment, discretion, tact and resourcefulness in solving problems and drawing logical conclusions; use various types of automated technology to establish and maintain case records, access and retrieve data, create reports and manipulate data; maintain professional ethics related to confidentiality; and establish and maintain effective working relationships with others in a positive and tactful manner under sometimes stressful situations. Education and Experience- High school diploma supplemented with additional training and related work experience OR any equivalent combination of training and experience which provides the required knowledge, skills and abilities.

United States
Job Closed

Manager of Post-Award Research Administration

Baylor University

Baylor University combines academic excellence and Christian values with a goal to prepare students for worldwide service and leadership. The private, nonprofit university in Waco,

Administration101 days ago

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Post-Award Research Administrator Manager plays a key management and supervisory role within the Office of the Vice Provost for Research by overseeing a team of Post-Award Research Administrators who serve as the subject matter experts and a strategic resource to departmental Business Offices that manage the day-to-day administration of sponsored programs. The Manager will lead the team in fostering a culture of collaboration, consistency, and continuous improvement, while also maintaining a small individual portfolio of awards. This position is eligible for remote work. What You Will Do - Lead the Post-Award Research Administrators team, cultivating a supportive, collaborative, and high-performing environment that delivers exceptional service to campus partners - Identify, design, and implement initiatives that streamline and enhance the team’s efficiency - Actively invest in the team’s professional growth through ongoing coaching, training, and mentorship opportunities - Serve as the primary point of escalation for complex or sensitive post-award research administration matters, providing authoritative guidance and resolution on issues that require advanced interpretation of sponsor, federal, or university regulations - Provide expert guidance and support to departmental Business Offices in the administration of sponsored projects, ensuring adherence to university policies, sponsor requirements, and federal regulations - Serve as a subject matter expert in interpreting complex or unusual issues related to sponsored program administration, offering guidance and solutions that promote best practices and consistency - Lead comprehensive award kick-off meetings to ensure Business Offices and Principal Investigators understand project terms and conditions, budget parameters, and compliance expectations - Conduct high-level portfolio monitoring, with an emphasis on proactive oversight near project end dates to facilitate timely and accurate closeout activities - Advise and assist Business Offices with post-award actions such as no-cost extensions, carryforward requests, and budget revision requests - Collaborate with campus stakeholders, such as Central Finance, Assurance, and other research administration teams, to ensure cohesive and compliant processes - Collaborate with campus training partners to develop and deliver targeted sessions on post-award administration topics, such as financial management and compliance, to promote consistency and build confidence across units - Perform all other duties as assigned to support Baylor’s mission - Ability to comply with university policies - Maintain regular and punctual attendance Qualifications - Bachelor’s degree and five years of relevant work experience are required - Master’s degree and ten years of experience are preferred - A combination of education and experience will be considered in lieu of the degree requirement - All applicants must be currently authorized to work in the United States on a full-time basis Benefits - Comprehensive benefits package that includes medical, dental, and vision insurance - Generous time off - Tuition remission - Outstanding automatic retirement contributions Salary The budgeted salary or hourly range that the University reasonably expects to pay for this position is $90,000 - $100,000.

United States
Job Closed
Scratch Financial logo

Dialer & Lead Management Administrator

Scratch Financial

Scratch Financial is the world's simplest patient financing solution.

Administration101 days ago
OtherRemoteTeam 11-50Since 1912H1B Sponsor

• Configure and optimize dialer strategies, pacing, queues, and campaigns • Monitor performance metrics and adjust settings to improve connect and conversion rates • Manage lead routing, prioritization, and recycling; ensure compliance with dialing regulations • Work with reporting teams to produce performance reports, dashboards, and forecasts • Analyze dialer, lead, and agent productivity data to identify improvement opportunities • Provide recommendations to Sales Leadership to drive revenue and efficiency • Partner with Sales, Ops, and Mktg to streamline lead management workflows • Identify system issues, recommend solutions, and support implementation of enhancements • Train sales teams and support staff on dialer processes and tools • Maintain documentation and support adoption of new features or workflows • Ensure accurate communication across teams and consistent adherence to policies • Maintain reliable attendance; may require variable hours • Perform additional responsibilities as needed.

California + 10 moreAll locations: California | Colorado | Hawaii | Illinois | New Jersey | New York | Maryland | Massachusetts | Minnesota | Vermont | Washington
$56.4K - $132.3K / year
Job Closed

Post-Award Research Administrator

Baylor University

Baylor University combines academic excellence and Christian values with a goal to prepare students for worldwide service and leadership. The private, nonprofit university in Waco,

Administration101 days ago

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Post-Award Research Administrator serves as a key resource within the Office of the Vice Provost for Research (OVPR), advancing the University’s research mission by providing expert guidance and strategic support to departmental Business Offices responsible for the day-to-day administration of sponsored programs. This position plays a critical role in promoting compliance, consistency, and operational excellence throughout the post-award lifecycle, while fostering collaborative partnerships that strengthen research administration across campus. This position is eligible for remote work. - Provide expert guidance and support to departmental Business Offices in the administration of sponsored projects, ensuring adherence to university policies, sponsor requirements, and federal regulations - Lead comprehensive award kick-off meetings to ensure Business Offices and Principal Investigators understand project terms and conditions, budget parameters, and compliance expectations - Advise and assist Business Offices with post-award actions such as no-cost extensions, carry forward requests, and budget revision requests - Serve as a subject matter expert in interpreting complex or unusual issues related to sponsored program administration, offering guidance and solutions that promote best practices and consistency - Conduct high-level portfolio monitoring, with an emphasis on proactive oversight near project end dates to facilitate timely and accurate closeout activities - Collaborate with Central Finance, Assurance, and other campus partners to support research administration compliance at the University - Collaborate with campus training partners to develop and deliver targeted sessions on post-award administration topics, such as financial management and compliance, to promote consistency and build confidence across units - Perform all other duties as assigned to support Baylor’s mission - Ability to comply with university policies - Maintain regular and punctual attendance Qualifications - Associate’s degree and four years of relevant work experience are required - Bachelor’s degree and ten years of experience are preferred - A combination of education and experience will be considered in lieu of the degree requirement - All applicants must be currently authorized to work in the United States on a full-time basis Benefits - Comprehensive benefits package that includes medical, dental, and vision insurance - Generous time off - Tuition remission - Outstanding automatic retirement contributions Company Description Baylor University, a private not-for-profit university affiliated with the Baptist General Convention of Texas, is committed to compliance with all applicable anti-discrimination laws, including those regarding age, race, color, sex, national origin, military service, genetic information, and disability. Baylor complies with statutory Affirmative Action/Equal Opportunity requirements. Baylor's full official Notice of Non-Discrimination may be read online.

United States
Job Closed