Retirement Plans - TPA Client Services

Location: Must reside within 35 miles of Columbus, Ohio, or be considered for Scottsdale, Arizona. Hybrid schedule with 2 days in the office and 3 days remote.

Salary: $55,000–$102,000 annually; expected starting range: $55,000–$82,000.

Company

hirify.global is a Fortune 100 financial services company helping individuals and businesses prepare for and protect their future.

What you will do

• Support the ongoing administration of qualified retirement plans and maintain relationships with plan sponsors, TPAs, PPAs, investment professionals, and related partners.
• Serve as a primary contact for client questions, service requests, phone calls, and email queues.
• Create and upload participant vesting files and process loan reconciliations and LMS conversions.
• Support payroll, statements, billing, audits, distributions, refunds, tax reporting, auto-enrollment, Roth conversions, Form 5500 reporting, rollovers, trust reporting, and asset rebalancing.
• Research and resolve technical and operational issues, onboard new plans, and provide functional training.
• Prepare client meetings and mass communications while advising on process and service options.

Requirements

• 2–3 years of service industry or retirement plan operations experience; hirify.global Financial experience is preferred.
• High school diploma or GED; undergraduate studies are desirable.
• Basic computer skills, including Excel and Word, with the ability to learn new systems.
• Strong written and verbal communication, customer service, analytical, prioritization, teamwork, and problem-solving skills.
• Ability to obtain a Series 6 license within the period designated by the business unit.
• Beginning study of basic retirement plan, ERISA, and IRS requirements, including ASPPA RPF 1/2 courses.

Culture & Benefits

• Hybrid work schedule with two office days and three remote days each week.
• Medical, dental, and vision insurance, life insurance, and short- and long-term disability coverage.
• Paid time off, nine paid holidays, Lifetime paid time off, and Unity Day paid time off.
• 401(k) with company match and a company-paid pension plan.
• Inclusive workplace focused on respect, diversity, and equal opportunity.
• This role does not qualify for employer-sponsored work authorization, and hirify.global does not participate in the STEM OPT Extension program.