Retirement Plan Coordinator

Date: Sep 21, 2022

Location: San Antonio, TX, US, 78251

Company: Capital Group

Req ID: 54591 

Location: San Antonio

Other location(s): Irvine (CA); Carmel (IN); San Antonio (TX) 

 

“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 ones

 

NOTE: We value flexibility and have a menu of options for our associates to leverage to help set up their work-life balance.  Our associates enjoy a hybrid approach with three days in the office on a weekly basis. We encourage you to discuss the specific guidelines for your role throughout your interview process.

“I can succeed as a Retirement Plan Coordinator at Capital Group.”

 

As a Retirement Plan Coordinator, you enjoy providing day-to-day service and support for American Funds proprietary bundled plans, acting as the main point of contact for financial professionals and plan sponsors. You will research issues and questions to coordinate a timely resolution, as well as consider plan design changes by analyzing the plan’s health to provide options for solutions. You enjoy consulting and coaching financial professionals/sponsors through change processes, including qualified plan and compliance testing, to ensure all data is provided in a timely manner and deliver all testing results.

 

We are open to the location for this position: Irvine, CA, Carmel, IN, or San Antonio, TX.

 

“I am the person Capital Group is looking for.”

 

  • You demonstrate in-depth knowledge of the retirement plan market, including retirement plan design, terminology, regulations and procedures and know how to apply it to work assignments.
  • You enjoy staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements.
  • You will resolve complex inquiries related to our plans by utilizing resources to understand business and regulatory requirements.
  • You demonstrate initiative to identify issues, recommend solutions and make sound judgment in resolving matters of complexity.
  • You enjoy collaborating and maintaining relationships, both internally and externally, and pride yourself on your strong communication skills.

 

“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. 

#LI-Hybrid


Nearest Major Market: San Antonio

Job Segment: HR, Social Media, Consulting, Human Resources, Marketing, Technology, Research