Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

This role supports the Retirement Service and Sales team with various aspects. Key responsibilities involve collaborating with senior colleagues, analyzing plan fees, tracking deadlines, and assisting with client communications. Additionally, this position supports new business initiatives, maintains accurate records, and contributes to the overall success of the Retirement Plan team.

Essential Duties and Responsibilities (includes but is not limited to):

• Collaborate with senior colleagues to prepare and develop basic plan review meeting materials to support client interaction and communications
• Schedule and support follow-up on client meetings under supervision to help ensure effective communication and timely completion of action items.
• Support 401(k) plan fee analysis and benchmarking to optimize plan performance.
• Support tasks related to recordkeeper RFPs under the guidance of senior colleagues.
• Create and update custom plan design benchmarking using industry surveys and/or public filings.
• Track key dates and events for clients and advisors, including fund or fee change effective dates, required participant notices, annual compliance test results, 5500 filings, and other administrative/compliance deadlines, with guidance from the team.
• Assist with plan document gathering and plan amendments.
• Enter and maintain Salesforce data related to plan design, contacts, and agreements, with oversight from the team.
• Draft and maintain template plan governance documents to support 401(k) Committee oversight.
• Generate and/or update advisory agreements under the guidance of senior associates.
• Support new business and lost business processes by assisting with data collection and entry.
• Provide general support to advisors and clients by resolving basic administrative issues and directing complex inquiries to senior team members.
• Conduct research and develop basic communication materials to promote participant education initiatives, collaborating with the team.
• Coordinate internal resources to schedule and promote group education and/or one-on-one sessions.
• Support various tasks associated with adding in-house solutions and/or new plan services under the guidance of team members.
• Support clients regarding fiduciary and financial academy opportunities.

Qualifications, Skills and Requirements:

• Proven ability to develop, document, and improve processes and procedures.
• Exceptional organizational skills to prioritize and manage multiple tasks, projects, due dates, and team members.
• Strong interpersonal and communication skills to build positive relationships and collaborate effectively with internal and external stakeholders.
• Strategic and proactive approach to exceed client expectations and drive client satisfaction.
• Attention to detail and accuracy.
• Proficiency in Microsoft Office Suite (Word, Excel, Teams, PowerPoint).
• Experience with Salesforce is helpful, but not required.
• Thrives in dynamic environments and embraces change as an opportunity for growth.
• Self-motivated and seeks opportunities to expand knowledge and skills, contributing to ongoing professional development.
• Ability to work independently and as part of a team.
• Committed to maintaining strict confidentiality of sensitive client information and adhering to security requirements and best practices.
• Regular and predictable attendance is required.

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
• 0-2 years of experience in operations or a similar role preferred.

Other:

This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!