Hybrid Administrative Coordinator - Retirement Plan Services bei Oswald Companies

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Summary As an Administrative Coordinator, you will be instrumental in maintaining the smooth functioning of our firm on a daily basis, guaranteeing optimal efficiency and top-notch service for our clients. Your duties will encompass coordinating various administrative activities, overseeing client communications, and offering assistance to both our advisors and team members.

A Day in The Life

Retirement Plan Responsibilities:

• Manage Salesforce for Producers, ensuring accurate data entry and maintenance.
• Provide administrative support to the Business Unit Leader.
• Schedule and coordinate meetings for the retirement plan team.
• Manage expenses related to retirement plan operations.
• Handle Larkspur Report Management, including generating snapshots as needed.
• Handle CPS (Copying, Printing, Scanning), mail services, printing, binding, FedEx, and faxing tasks.
• Organize, set up, and manage office meetings as required.
• Oversee the SIP for Oswald Financial.
• Prepare and distribute welcome kits for new clients or participants.

Wealth Management Responsibilities:

• Utilize Salesforce for effective management of client information and interactions.
• Schedule retail meetings for wealth management advisors.
• Coordinate participant meetings, including hotline calls, inquiries via info@oswald, and scheduling through platforms like Sign-up Genius.
• Manage expenses associated with wealth management activities.
• Handle CPS (Copying, Printing, Scanning), mail services, printing, binding, FedEx, faxing, and hotline tasks related to wealth management operations.

What You’ll Need

• Strong organizational skills with the ability to prioritize tasks effectively.
• Excellent communication skills, both written and verbal.
• Attention to detail and accuracy in completing tasks.
• Ability to handle multiple responsibilities and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Previous experience in administrative roles within the retirement plan or wealth management industry preferred.

Who You Are

• Proactive and self-motivated with a strong work ethic.
• Ability to work independently as well as collaboratively within a team.
• Adaptability and willingness to learn new systems and processes.
• Professional demeanor and strong interpersonal skills when interacting with clients and colleagues.
• Discretion and respect for confidentiality when handling sensitive information.
• Problem-solving mindset with the ability to find solutions to challenges as they arise.
• Commitment to providing excellent service to clients and supporting the overall goals of the firm.

Who is Oswald?

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.

We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.

Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.  

Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.

What you’ll get...

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we’ll help you achieve your goals. 

At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.

At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.

At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives. 

• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.

• Paid time off annually and a sabbatical at every 10-year service anniversary.

• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)

• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations

• Access to specialized leadership development programming designed to take your career to the next level.

• And so much more!

To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.