Associate Operations Specialist

Job Description

Job Description

Associate Operations Specialist | Up to $60,000 Annually DOE | Direct Hire

What Matters Most

• Competitive salary of up to $60,000 annually, depending on experience
• Schedule: Monday–Friday, 8:30 a.m.–5:00 p.m.
• Location: Vancouver, WA
• Direct-hire opportunity
• Comprehensive benefits package and professional development opportunities

Job Description

The Associate Operations Specialist supports retirement plan clients with up to $1 million in assets under management, serving as a resource for plan sponsors, administrators, and participants. This role handles client inquiries, coordinates plan administration, and provides education on plan features, investment strategy, and fiduciary responsibilities. You will collaborate with internal teams, recordkeepers, and third-party administrators to deliver responsive service and a positive client experience. This position provides education and administrative support without offering investment advice or recommendations.

Responsibilities:

• Supports existing clients and ongoing retirement plan operations.
• Suited to candidates with customer-facing experience, including retail, personal banking, bank teller, or customer service roles.
• A finance background is not required, but candidates should be able to explain their interest in the financial services industry.

Qualifications and Requirements:

• Excellent verbal and written communication skills, strong client service orientation, and discretion when handling sensitive matters.
• Strong analytical, problem-solving, organizational, and time-management skills; attention to detail and proficiency in Microsoft Office required.

Benefits and Perks:

• Annual salary of up to $60,000, depending on experience
• Company-paid medical, dental, and vision insurance premiums
• Retirement savings plan with a 50% employer match on contributions up to IRS limits
• Company-sponsored life, AD&D, short-term disability, and long-term disability insurance
• Employee Assistance Program, healthcare concierge support, and employee discounts

Your New Organization:

Join a retirement-focused financial services organization committed to helping clients achieve long-term financial security through personalized service and education. The team values ethical standards, collaboration, and professional development while providing a supportive environment for career growth.

Your Career Partner:

The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.

Compensation for this position is up to $60,000 annually, excluding benefits, bonuses, or other compensation. Your final compensation will depend on your skills, qualifications, experience, location, and internal pay equity. Please note, hiring at the top of the range is uncommon to allow room for future growth.