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Retirement Plan Support Associate

Company: Capital Group
Location: Carmel
Posted on: November 12, 2021

Job Description:

REQ ID: 44567LOCATION: Indianapolis, INOTHER LOCATION(S): Carmel (IN)RELOCATION BENEFITS OFFERED: NoTRAVEL REQUIRED: None"I CAN BE MYSELF AT WORK."You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world everything that makes you unique. We're working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more."I CAN INFLUENCE MY INCOME."You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses)."I CAN LEAD A FULL LIFE."You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.- Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options- Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love- Access on-demand professional development resources that allow you to hone existing skills and learn new onesCOVID-19 HIRING: OUR RECRUITING AND ONBOARDING ACTIVITIES ARE VIRTUAL DURING THE PANDEMIC AND WE'VE TRANSITIONED TO A WORK-FROM-HOME ENVIRONMENT UNTIL FURTHER NOTICE. WE ARE OFFERING GENEROUS WORK-FROM-HOME BENEFITS TO IMPROVE OUR ASSOCIATE'S ABILITY TO WORK REMOTELY.ROLE SUMMARY: Works independently on standardized/recurring assignments and under the direction of senior staff on more complex tasks. Prepares retirement enrollment materials for financial advisors, third party administrators (TPAs), and plan sponsors to conduct enrollment and annual review meetings. Provides support to the department or team by performing various administrative and clerical tasks to help support the department's operations. Participates in testing system enhancements and department projects; may assign work and direct the activities of others on the team.PRIMARY RESPONSIBILITIES/ESSENTIAL FUNCTIONS:- Processes requests for customized retirement plan enrollment materials - Reviews requests from financial advisors, TPAs, plan sponsors and internal contacts regarding customized retirement plan enrollment material orders and other literature requests. - Ensures completeness of documents submitted and understanding retirement plan details (i.e., restrictions); follows up with requestor, as needed, to clarify missing or conflicting information. - Enters plan-specific details into third-party web-based system. - Researches internal systems (e.g., identify plan contacts, timing of retirement plan enrollment meeting), as necessary. - Utilizes additional external vendor systems to add outside funds and to put information on advisor websites. - Reviews all work to ensure accuracy of information. - Processes change notice requests, plan updates, and stable value fund updates.- Monitors numerous mailboxes for RP Enrollment and Workflow - Distributes requests to associates, and records the daily number of orders received by work type. - Processes changes or updates to orders, and makes appropriate notes regarding updates in multiple systems (e.g., Broadridge, Salesforce.com, Retirement Plan Access).- Acts as a department resource for enrollment material orders and other related RP enrollment requests - Shares knowledge, skills, and experiences with other associates; may facilitate training for associates, in and outside of the department. - Identifies trends (i.e., cancellations, corrections) and system issues, and recommends solutions. - Conducts quality checks of orders to ensure accuracy and provides feedback to peers as appropriate.- Participates in system testing and department projects - Tests system enhancements by executing test scripts and documenting results. Identifies issues, provides input, and makes suggestions for improvements. - May participate in department projects, such as updating documents, assisting in creating new guidelines for processes, and training.- Provides administrative support to the department or team - Prepares and distributes reports for various departments. - Receives, sorts and prepares out-going requests/mail for scanning, faxing and batching in paper. Routes items to other groups as appropriate. - Reviews, logs, sorts and distributes incoming mail and other documents. - Prints, reviews and prepares work product for the department. Ensures that critical report work is delivered for processing and completion. Ensures that all requests are completed within required deadlines. - Responds to internal questions and inquiries. - May order and maintain supplies. - May coordinate work distribution with peers in the same office or other sites. May conduct review of work to assure accuracy and appropriateness. - May represent the department to internal groups.- Performs additional responsibilities as assigned.BUSINESS & TECHNICAL SKILLS:- Demonstrates a working knowledge of department's policies and procedures and ability to apply it to work assignments.- Demonstrates working knowledge of retirement products and plans, and ability to apply it to work assignments.- Demonstrates working knowledge of internal and external RP systems, and ability to apply it to work assignments."I CAN APPLY IN LESS THAN 4 MINUTES."You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community."I CAN LEARN MORE ABOUT CAPITAL GROUP."At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.NEAREST MAJOR MARKET: IndianapolisJOB SEGMENT: HR, Social Media, Clerical, Administrative Assistant, Human Resources, Marketing, Administrative

Keywords: Capital Group, Carmel , Retirement Plan Support Associate, Other , Carmel, Indiana

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