About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Admin (retirement plan administration).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the role

This is an entry-level, full-time remote opportunity to start a career in retirement plan administration. No prior retirement-plan experience is required (preferred but not mandatory). If you enjoy client-facing work, strong organization, and learning technical rules on the job, this role offers hands-on training and a clear advancement path toward becoming a Defined Benefit Plan Administrator.

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What You’ll Do

• Serve as a friendly, reliable point of contact for new plan clients during their first year.
• Guide clients through onboarding by requesting, collecting, and tracking required documents and data — primarily via scheduled phone calls and electronic communications.
• Explain processes, timelines, and next steps in plain, professional language.
• Track assigned plans and first-year milestones (census collection, compliance testing, Form 5500 preparation, annual statements).
• Record and follow up on open items; escalate issues early so nothing falls through the cracks.
• Support Defined Benefit Plan Administrators with day-to-day plan tasks and client requests.
• Learn retirement plan rules and firm processes through hands-on training and mentorship.
• Assist with team projects and other administrative tasks as needed.

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What We’re Looking For

Required

• Bachelor’s degree OR equivalent work experience (3+ years).
• 1+ year of client service, administrative, or financial support experience.
• Working knowledge of Microsoft Word and Excel; ability to learn and use custom applications.
• Clear, professional written and verbal communication.
• Strong attention to detail and organization.
• Comfortable working in a small, collaborative team.

Nice to Have

• Exposure to retirement plans or financial services.
• Interest in pursuing industry credentials over time (for example, ASPPA’s QKA).

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Compensation & Logistics

• Pay: $50,000 to $60,000 per year.
• Job type: Full-time.
• Location: Fully remote (U.S.-based applicants preferred).
• Schedule: Monday–Friday, typical 8-hour shift.
• Training: Hands-on training and mentorship from experienced administrators.
• Growth: Clear path toward a Defined Benefit Plan Administrator role with increasing responsibility.

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Why join (what’s in it for you)

• Structured mentorship and hands-on learning — ideal for candidates building a career in retirement plan administration.
• Clear advancement path and support for professional development and industry credentials.
• Remote-first environment with routine, predictable hours and a collaborative small-team culture.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.