TransGlobal Is Hiring A Retirement Plan Assistant Administrator

Join Our Team as a Retirement Plan Assistant Administrator! 🚀

We are seeking a detail-oriented and client-focused professional to support our retirement plan services, ensuring accurate administrative processes and exceptional client support.

✨ General Function / Summary

The Retirement Plan Assistant Administrator plays a vital role in providing operational and client support for retirement plan services. Success in this position requires meticulous attention to detail, logical thinking, and a high sense of accountability. The ideal candidate is comfortable engaging with clients, adept at utilizing systems and data, and eager to learn and grow within a dynamic environment. 🤝

📝 Major Duties and Responsibilities

• Administer daily retirement plan activities: processing client requests and maintaining accurate plan and participant records.
• Communicate professionally with clients: obtain necessary information, provide updates, and address inquiries effectively.
• Review forms, data, and reports: ensure accuracy, completeness, and compliance with procedures.
• Coordinate with internal and external teams: resolve issues and ensure timely completion of tasks.
• Prepare reports and documentation: use internal systems and Excel to create summaries and supporting materials.
• Maintain organized records: support audits, compliance, and service quality standards.
• Manage multiple assignments: meet deadlines without compromising accuracy.
• Take ownership of responsibilities: follow issues through to resolution confidently.

🎓 Basic Qualifications

• Education: Bachelor's degree in Accounting, Finance, Business Administration, or related field, or equivalent experience.
• Experience: Prior experience in retirement plan administration, benefits administration, financial services, or operations preferred.
• Skills: Proficiency in Microsoft Excel and retirement plan software.
• Analytical Ability: Strong skills to interpret data, identify trends, and solve problems.
• Communication: Excellent skills for engaging with clients, participants, and internal teams.
• Attention to Detail & Organization: Capable of managing multiple priorities and deadlines with accuracy.
• Logical Thinking: Ability to understand process flows and data relationships.
• Growth Mindset: Willingness to learn new systems, rules, and procedures.
• Professionalism: Clear written and verbal communication skills.

🌟 Who We Are

With over 30 years of experience, TransGlobal has become the largest Asian-focused, all-in-one financial services platform in the U.S. We offer comprehensive services—including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management—through a network of 30+ branches across 14 states serving over 5,000 independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions tailored in your language and aligned with your goals. 🌍

💼 Why Join Us

• Industry Leader: Be part of the nation's largest Asian-focused financial services firm with a strong brand presence.
• Multilingual & Multicultural Environment: Work in a diverse setting that values multicultural communities.
• Career Growth: Access cross-functional training, licensing support, and professional development.
• Collaborative Culture: Join a supportive team that fosters innovation and shared success.
• Impactful Work: Help families and individuals achieve financial security and build generational wealth.

🎁 What We Offer

• Competitive salary and comprehensive benefits package
• Collaborative and innovative work environment
• Opportunities for professional growth and development
• Salary range: $23.08 ~ $31.73 based on experience 💰