Full-Time

Retirement Plan Support Associate

Posted on 1/1/2025

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

You match the following Capital Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
  • Ability to manage competing priorities
  • Comfortable with shifting priorities
  • Highly resourceful
  • Excellent time management skills
  • Driven by deadlines
  • Tech-savvy problem solver
  • Ability to research and resolve customer questions quickly
  • Experience in taking initiative to raise issues and solve problems
  • 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 analysis. This approach allows them to make informed investment decisions and hold themselves accountable for the results. Unlike many other investment firms, Capital Group emphasizes a long-term perspective rather than short-term gains, aiming to improve the financial well-being of their clients. Their goal is to enhance people's lives through successful investing, and they have a significant presence globally, managing over $2 trillion in assets for a diverse range of investors.

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 investment solutions.
  • Expansion in Greater China strengthens Capital Group's Asian market presence.
  • Entry into cryptocurrency with Metaplanet stake shows adaptability to new markets.

What critics are saying

  • Employment scams could harm Capital Group's reputation and trust.
  • Regulatory approval delays may impact new fund launches with KKR.
  • Cryptocurrency market volatility poses financial risks for Capital Group.

What makes Capital Group unique

  • Capital Group's 90-year history showcases its long-term investment expertise.
  • The firm manages over $2 trillion, indicating 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

INACTIVE