Retirement Plan Operations Coordinator
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-09-06
Listing for:
Provenance Wealth Advisors
Full Time
position Listed on 2026-09-06
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Provenance Wealth Advisors in Boca Raton is seeking a Retirement Plan Coordinator to support Financial Advisors and deliver proactive client service. You will manage onboarding, documentation and plan reviews to maximize client-facing time.
The role requires 2–4 years in financial services, Excel/Office proficiency, and strong communication. Bachelor's degree preferred. Join a team committed to ethics, excellence and collaborative client service.
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