Retirement Plan Document Associate at Cetera Financial Group Inc
Cetera Financial Group Inc · Des Moines, United States Of America · Hybrid
- Professional
- Office in Des Moines
The Cetera TPA Legal team is seeking a detail-oriented and proactive professional to join us as a Retirement Plan Admin Associate. This role requires the ability to work independently, manage multiple priorities, and ensure timely progress across various projects. The ideal candidate will demonstrate strong organizational skills and a commitment to accuracy in a fast-paced environment.
Core Responsibilities:
- Accurately interpret and execute workflow tasks in a timely manner
- Prepare qualified retirement plan documents, amendments, and related participant notices
- Manage document distribution, tracking, receipt, processing, and secure storage
- Apply regulatory rules and deadlines appropriately
- Perform additional duties as assigned
Required Knowledge, Skills, and Abilities:
- Exceptional organizational and time management skills
- Self-motivated with a proactive approach to problem-solving
- Strong attention to detail and accuracy
- Sound judgment to determine appropriate actions
- Ability to manage and track multiple projects simultaneously
- Excellent written and verbal communication skills
- Proficient spelling and grammar skills
Desired Knowledge, Skills, and Abilities:
- Strong familiarity with the financial services industry
- Working knowledge of qualified retirement plans
- Experience handling legal and regulatory documents
Minimum Required Education & Experience:
- Associate or bachelor’s degree in a business-related field, or equivalent professional experience
- Minimum of two years of experience in the financial services industry preferred
Travel Requirements: Up to (0%)
Compensation:
The base annual salary range for this role is $22.10 to $32.20, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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