The Operations Associate, Retirement Plan Services, plays a critical role in supporting the administration and execution of retirement plan services for our clients. This position is responsible for coordinating key operational activities, maintaining accurate plan records, facilitating client service requests, and ensuring timely completion of internal processes and deliverables.Department: Retirement Plan ServicesEmployment Type: Full TimeLocation: San Diego, CACompensation: $50,000 - $70,000 / yearClient Operations & SchedulingManage and coordinate client meeting scheduling, including tracking systems, plan consultant travel and time preferences, meeting buffers, and cyclical scheduling cadences.Support meeting preparation by compiling agendas, plan review reports, and recordkeeper data and contacts for each upcoming meeting.Coordinate meeting follow‑ups including distribution of minutes and facilitation of fund or fee change paperwork.Manage client onboarding documentation including scheduling forms, agreement and disclosure templates, and service‑provider contact entry into CRM and RPAG systems.Communications & DistributionMonitor and respond to shared inboxes, ensuring timely and accurate routing of inquiries.Coordinate email distributions, including maintaining suppression rules and audience segmentation across platforms.Support management of phone lines and ensure proper call routing and coverage.Draft and distribute client communications including webinar invitations and event announcements.Reporting & SystemsAssist with the creation and distribution of quarterly FIR and Plan Review reports, including benchmarking processes using RPAG.Maintain accurate and up‑to‑date records in Practifi (CRM) and RPAG, including committee tracker updates and contact information.Coordinate committee change notifications and ensure downstream updates are reflected across all relevant distribution lists.Support development and submission of Standard Operating Procedures (SOPs), coordinating approvals through Marketing and Compliance prior to publication.Cross‑Functional CoordinationCollaborate with Marketing, Compliance, Finance, and Human Capital on approvals, workflows, and shared projects.Serve as a point of contact for routine document requests and assist with time‑sensitive operational deadlines.Support event planning and coordination, including logistics for client‑facing and internal programs.Perform other related duties and responsibilities as reasonably assigned to support the operations team.QualificationsBachelor's degree preferred, or equivalent relevant experience.Minimum of 2 years of administrative or operations support experience; 5 years preferred.Experience within a financial services, retirement, or advisory firm environment is a plus.Familiarity with CRM platforms (e.g., Practifi) or retirement plan systems (e.g., RPAG) is beneficial but not required.Highly organized and detail-oriented, with the ability to manage multiple tasks and deadlines simultaneously.Strong written and verbal communication skills.Self‑directed and capable of working independently with minimal supervision.Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint).Demonstrates a commitment to quality, responsiveness, and continuous improvement.CompensationSalary: $50,000 - 70,000 annually.Final compensation will be determined based on several job‑related factors, including location, relevant skills, professional licensure, experience, and education.Location / ScheduleThis position will be located in San Diego, CA (preferred); Dallas, TX; Tampa, FL.Working hours are 9am-5pm Monday-Friday.Occasional evening/weekend hours may be requested per business need.Ability to travel up to 15%.Benefits401(k) matchingDental InsuranceFlexible spending accountHealth insuranceLife insurancePaid time offVision insurance#J-18808-Ljbffr