Operations Coordinator
Accelerate Retirement
📍 aliso viejo, ca, United-States
Job Description
Accelerate Retirement is a retirement-focused Registered Investment Advisor that supports plan sponsors and independent retirement plan advisors.
We help plan sponsors manage retirement plans through fiduciary oversight, plan design, governance support, and participant education. We also provide independent advisors with the tools, technology, and resources they need to grow and support retirement-focused practices.
Our team values clarity, independence, strong client relationships, and a commitment to helping people achieve better retirement outcomes.
Accelerate Retirement is seeking a full-time Operations Coordinator to join our team in Aliso Viejo, CA. This is a hybrid role, with work-from-home flexibility on Mondays and Fridays.
The Operations Coordinator will support daily operational and administrative tasks across the firm. This person will help with client onboardi...