Role Details
Location: Loveland, CO 80537 (In-Office)
- Salary: $36,000-$60,000 (growth path within first year)
- Benefits: 401(k) + Match | HSA | Bonus Structure | PTO | Career Development
About the Role
TW Retirement Strategies is seeking a high-integrity, detail-oriented professional to manage the operational side of our client onboarding and fund transfer process. This role oversees the movement of client funds between financial institutions and ensures that every application, transfer, and funding process is handled accurately and securely. Because clients trust us with their retirement savings, precision, ethics, and accountability are critical in this position. You will coordinate with major financial institutions, insurance carriers, advisors, and clients to ensure funds are transferred correctly and efficiently. This role is ideal for someone who wants to build a long-term career in financial services operations.
Compensation & Career Growth
This position is structured as a skill-based growth role. Compensation begins in the low $30,000 range and can grow to $60,000 within the first year as responsibilities and proficiency increase. Additional compensation includes:
- Performance bonuses
- 401(k) with company match
- Health Savings Account (HSA)
- Paid time off
- Professional development support
What You Will Be Responsible For
This role manages the full lifecycle of new client accounts. Key responsibilities include:
- Reviewing financial applications for completeness and accuracy
- Submitting applications to financial carriers and insurance companies
- Tracking account status and documenting updates in CRM systems
- Following up with carriers to confirm application receipt and account creation
- Managing transfers of client funds between institutions
- Tracking incoming funds and verifying successful funding of accounts
- Communicating status updates to clients and advisors
- Clearing outstanding requirements requested by carriers
- Maintaining detailed documentation for compliance and reporting
- Helping improve internal processes for efficiency and client experience
- You will also help coordinate internal calendars and assist leadership with operational tracking
Ideal Candidate
We are looking for someone who demonstrates strong personal integrity and attention to detail. The ideal candidate will have:
- Excellent organizational skills
- Strong written and verbal communication
- High attention to detail and accuracy
- Ability to manage multiple tasks simultaneously
- Comfort communicating with financial institutions and clients
- Strong computer literacy (Microsoft Office or similar software)
Preferred (Not Required)
- Experience in financial services, banking, insurance, or compliance
- Life insurance or securities licensing
- CRM experience
- Administrative or operations experience in a regulated industry
We are willing to train the right person who demonstrates intelligence, strong work ethic, and high ethical standards.
Work Environment
This is an in-office position located in Loveland, Colorado. Our firm focuses on helping clients protect and grow their retirement savings, and our operations team plays a key role in ensuring those transactions are handled accurately and professionally.
To Apply
Please submit your resume along with a brief note answering this question: Why is attention to detail important when handling financial paperwork or client funds?
