Full-Time

Retirement Plan Support Associate

Confirmed live in the last 24 hours

Capital Group

Capital Group

5,001-10,000 employees

Manages equity and fixed income assets

Fintech
Financial Services

Compensation Overview

$40.4k - $73.8kAnnually

+ Annual Performance Bonus + Profitability Bonus

Entry, Junior

Indianapolis, IN, USA + 1 more

More locations: Irvine, CA, USA

Category
Insurance
Finance & Banking
Required Skills
Data Analysis
Excel/Numbers/Sheets
Requirements
  • working knowledge of retirement products and plans
  • advanced Microsoft skills overall
  • expert in Outlook
  • well-versed in using Excel to store, present, process and analyze data
  • good judgement and a process for managing competing priorities
  • comfortable with shifting priorities and managing change
  • highly resourceful and excel in time management
  • driven by deadlines
  • tech-savvy problem solver
  • ability to research and resolve customer questions quickly
  • comfortable with a shift ranging from 8-5pm & overtime as business needs allow
Responsibilities
  • monitoring various mailboxes for Retirement Plan enrollment and workflow
  • serving as a departmental resource for enrollment materials
  • providing administrative support
  • preparing and distributing reports
  • sorting and distributing requests
  • processing changes or updates to orders

Capital Group focuses on managing investments for long-term growth, primarily through its American Funds® brand. The company utilizes high-conviction portfolios, which means they invest in a select number of securities that they believe will perform well, backed by thorough research and accountability among their investment professionals. With over $2 trillion in assets under management, Capital Group serves millions of individual and institutional investors across the globe. Unlike many competitors, Capital Group emphasizes a long-term investment strategy and personal accountability in their investment decisions. The company's goal is to enhance the financial well-being of its clients through successful investing.

Company Stage

N/A

Total Funding

$703.7M

Headquarters

Beijing, China

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with KKR introduces innovative hybrid public-private investment solutions.
  • Recognition as Best Fixed Income Asset Manager enhances credibility in the financial sector.
  • Strategic focus on Greater China expands market opportunities in Asia.

What critics are saying

  • Employment scams could harm Capital Group's reputation and trust.
  • Crowded fintech landscape may challenge Capital Group's investment returns.
  • Departure of key personnel like Greggory Cowan suggests potential talent retention issues.

What makes Capital Group unique

  • Capital Group's 90-year history establishes it as a trusted investment firm.
  • The firm manages over $2 trillion, showcasing its significant market influence.
  • Capital Group's global presence spans Europe, Asia, Australia, and the Americas.

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Benefits

401(k) Retirement Plan

Performance Bonus