Broker Check

Job Opportunities

Now Hiring: Enrollment Coordinator (Full Time)

Support financial advisors and plan administrators by preparing enrollment materials for client meetings, updating and organizing participant data, and processing enrollment paperwork.


 Main Responsibilities:

  • Maintain an effective enrollment process
  • Organize and maintain internal client records used for enrollment meetings
  • Coordinate and revise ongoing client census communications for future enrollments
  • Oversee the preparation and creation of enrollment packets
  • Enroll and update participant records in retirement plans via the recordkeeping websites
  • Retain communication reports consisting of census and payroll information
  • Provide ongoing communication with client HR and Payroll personal
  • Answer client questions regarding eligibility, enrollment, deferrals, and beneficiary forms


Additional Responsibilities: 

  • Prepare and update participant notices/documents
  • Backup and cross train on other departments
  • Other duties as assigned – Participate in various projects or initiatives


Position Qualifications:

  • Industry Experience and working knowledge preferred
  • High degree of accuracy with attention to detail required
  • Work independently and with others in a small office environment
  • Must have extensive experience with Microsoft Office, mainly Excel and Outlook
  • Excellent written and verbal communication
  • Professionalism and courtesy in dealing with fellow employees and clients
  • Bilingual in English and Spanish preferred, not required
  • Uphold a high degree of confidentiality


Disclaimer:  This job description does not constitute a contract for employment. Applicants must undergo mandated background checks as a condition of employment. APS is an equal opportunity employer and strictly prohibits unlawful discrimination against any characteristic protected by law.


How to Apply: Interested candidates should email their resume to Eric Hoffman at or call 847-400-7882 with questions.