Job Opportunities

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 ehoffman@associatedpensionservices.com or call 847-400-7882 with questions.