Jocelyn Pension Consulting values expert advice, exceptional service, and customized solutions to help Plan Sponsors effortlessly navigate the complex retirement plan landscape and help Plan Participants achieve their retirement goals. JPC provides Plan Sponsors and Participants with high quality service through a local support team that understands your business, your industry, and your community.

We are a local retirement plan / investment consulting firm with offices in Boulder and the San Francisco Bay Area that assists growing small businesses with the establishment and administration of 401(k) plans. 

We are searching for a financial operations person who will work closely with our operations and participant / client support teams.  This is a great opportunity for a motivated candidate who wants to learn and support all sides of a growing financial services firm.  This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company. 

ESSENTIAL DUTIES AND RESPONSIBILITIES may include the following:

• Monitor support email and phone calls and respond to all 401(k) plan participant support questions
• Review and verify participant loan and distribution requests
• Assist with New Client Conversion Process
• Reconcile client accounts daily, including maintain the reporting for plan cash holdings
• Coordinate quarterly participant statements
• Monitor mutual fund investment prospectuses on participant website
• Maintain and update CRM with internal payroll, loan, and distribution documents

EDUCATION and/or EXPERIENCE

• Excellent verbal, written, analytical, organizational skills and keen attention to detail
• Strong initiative, integrity, self motivation, and results orientation
• Experience working with high-level, busy professionals
• Proactive problem solver
• Retirement Plan experience, specifically 401(k) plans, preferred but not required
• Proficiency with financial services technologies. Knowledge of Sungard Relius and / or Schwab RT a strong plus
• Strong MS Office experience, especially Excel and Word
• College degree

COMPENSATION / BENEFITS

• Fast paced, small company environment
• Competitive pay
• Competitive retirement, healthcare, and other benefits
• Downtown Boulder location