We are seeking a Plan Coordinator for our growing Retirement Plan Services group located at the western edge of Joliet, or in our Oak Brook office. The Plan Coordinator serves the office in various facets of administrative services, operations, qualified retirement plan administration, and client support (internal and external).
Administrative : Performs administrative duties including creation of mass mailings and client correspondence. Answers phones when necessary (limited) and communicates messages to internal staff to resolve questions on a timely basis. Processes incoming and outgoing mail.
Billing: Responsible for processing accounts payable for office.
Client Documents: Creates service agreements for new and existing clients.
Internal Client Support : Assists with inquiries from firm management. Assists with new client set up. Assists office management with various administrative and organizational tasks.
Records and Workflow Management: Generates internal/weekly reports and launch projects from workflow system.
External Client Support: Interacts with clients in an efficient, courteous, and professional manner. Assists with service requests from clients. Monitors and coordinates gathering of various forms and documents for efficient set up of client files.
Plan Administration: Will learn how to prepare: IRS Forms 1099-R and Forms 5500, annual participant fee disclosure notices, participant distributions and loans, and other plan administration tasks as required.
Technical Competencies : Proficiency in Microsoft (MS) Windows and Office Products is necessary. Regular use of MS Word, MS Excel, MS Outlook, PensionPro workflow software, Adobe, FTwilliam, and other internal systems will be required.
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.