<Back to Search
Retirement Plan Assistant Administrator (Bilingual in Chinese)
Monrovia, CAApril 1st, 2026
GENERAL FUNCTION / SUMMARYThe Retirement Plan Assistant Administrator provides operational and client support for retirement plan services by ensuring accurate execution of administrative processes and timely handling of client requests. This role requires strong attention to detail, logical and structured thinking, and a high level of accountability. The successful candidate is comfortable working in a client-facing environment, adept at using systems and data, and committed to learning and continuous improvement.MAJOR DUTIES AND RESPONSIBILITIESAdminister day-to-day retirement plan activities, including processing client requests and maintaining accurate plan and participant records.Communicate professionally with clients to obtain required information, provide updates, and address inquiries.Review forms, data, and reports to ensure accuracy, completeness, and compliance with established procedures.Coordinate with internal teams and external service providers to resolve issues and ensure timely completion of tasks.Prepare reports, summaries, and supporting documentation using internal systems and Excel.Maintain organized records to support audit, compliance, and service quality standards.Manage multiple assignments concurrently while meeting deadlines and maintaining accuracy.Take ownership of assigned responsibilities and ensure issues are followed through to resolution.BASIC QUALIFICATIONSBachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent experience.Prior experience in retirement plan administration, benefits administration, financial services, or operations is preferred.Proficiency in Microsoft Excel and retirement plan administration software.Strong analytical skills with the ability to interpret data, identify trends, and solve problems.Excellent communication skills for interacting with clients, participants, and internal stakeholders.High attention to detail, accuracy, and organizational skills with the ability to manage multiple priorities and deadlines.Logical and process-oriented thinking with the ability to understand how data and workflows interrelate.Strong organizational and time management skills.Willingness and ability to learn new systems, plan rules, and proceduresProfessional written and verbal communication skills.WHO WE AREWith over 30 years of experience, TransGlobal has grown into the largest Asian-focused, all-in-one financial services platform in the U.S. We offer a comprehensive suite of services-including life and health insurance, annuities, real estate, private lending, tax and estate planning, and investment management-through a network of 30+ branches across 14 states and over 5,000 professional independent agents. Our mission is to deliver trustworthy, customer-centric financial solutions, all in your language and aligned with your goals.WHY JOIN USIndustry LeaderJoin the nation's largest Asian-focused financial services firm with a well-established brand and expansive network.Multilingual & MulticulturalWork in a dynamic, diverse environment that understands and serves multicultural communities.Career GrowthAccess to cross-functional training, licensing support, and professional development opportunities.Collaborative CultureBe part of a supportive team that values innovation, initiative, and shared success.Impactful WorkHelp individuals and families achieve financial security and generational wealth. WHAT WE OFFERCompetitive salary and benefits package.Opportunity to work in a collaborative and innovative environment.Professional development and growth opportunities.Pay starts at $23.08 ~ $31.73 based on experience.
121 matching similar jobs near Monrovia, CA
- Office Assistant
- Remote Work From Home Administrative Assistant Admin - Part Time Panelists Needed
- J.P. Morgan Wealth Management Private Client Advisor - Azusa, CA (area)
- J.P. Morgan Wealth Management Private Client Advisor - Azusa, CA (area)
- HR Ops Coordinator
- Sr RIA Operations Specialist (Bilingual in Chinese)
- Earn up to $3,000/Study Out of Office Position/ Data Entry (Hiring Immediately)
- Earn up to $3,000/Study Out of Office Position/ Data Entry - Flexible Work from Home Opportunity (Hiring Immediately)
- Remote Work From Home Data Entry Clerk - Part Time Panelists Needed
- Medical Assistant
- Human Resources Assistant
- Human Resources Assistant
- Human Resources Assistant
- ADMINISTRATIVE OFFICE PERSONNEL (PART TIME)
- Financial Consultant - Brea, CA
- Financial Consultant - Brea, CA
- Financial Consultant - Brea, CA
- Financial Consultant - Brea, CA
- Remote Work From Home Administrative Assistant Admin - Part Time Panelists Needed
- Remote Work From Home Administrative Assistant Admin - Part Time Panelists Needed
- Remote Work From Home Administrative Assistant Admin - Part Time Panelists Needed
- Remote Work From Home Administrative Assistant Admin - Part Time Panelists Needed
- Financial Consultant - Brea, CA
- Financial Consultant - Brea, CA
- Los Angeles Turn-key Practice with Exciting Ownership Opportunity
- Senior Home Lending Advisor, San Diego, CA
- General Manager
- General Manager
- BEHAVIORAL HEALTH ALLCOVE CENTER MANAGER
- General Manager
- Chief Financial Officer (CFO)
- HUMAN RESOURCES ANALYST
- Optician / Customer Service Specialist *Excellent Benefits!
- Remote Real Estate Investment Associate - AI Trainer ($50-$60 per hour)
- Senior HR Business Representative/Data Analyst
- Manager, Patient and Family Resource Center
- Assistant Manager (08355) - Las Tunas Dr.
- General Manager (08128) - Ramona Blvd.
- Assistant General Manager
- Tax Associate