Are you highly organized, detail-oriented, and ready to play a key role in the administration of retirement plans? We're looking for an Administrative Coordinator with a strong background in 401(k) plan support to help drive efficiency and deliver exceptional service across client onboarding, relationship management, and plan administration.
Position: Administrative Coordinator - 401(k) & Retirement Plan Support
Location: New York, NY (Hybrid)
Type: Full-Time
Key Responsibilities:
Acquisition & Onboarding Support
• Coordinate onboarding processes for new retirement plan clients
• Manage and prepare essential 401(k)-related documentation and paperwork
Client Relationship Management
• Assist with employee-level service execution and retirement plan questions
• Ensure timely and accurate follow-up and communication
Plan Management & Review
• Support annual and quarterly 401(k) plan reviews
• Conduct fee benchmarking and plan health assessments
• Manage plan administrative systems and updates
• Coordinate changes with recordkeepers and carriers
You're a Great Fit If You Have:
• Strong organizational and multitasking abilities
• High attention to detail and accuracy
• Excellent communication and collaboration skills
• A proactive, solutions-oriented mindset
Required:
• Experience in financial services, with a focus on benefits administration and 401(k) plans
• Familiarity with plan documents, recordkeepers, and retirement plan operations is a plus
Why Join Us?
We offer a supportive team environment, ongoing training, and the opportunity to grow your career while helping clients secure their financial futures.