ICMA-RC dba MissionSquare Retirement

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Regional Sales Assistant (Project Management)



Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.

This position serves as the primary operational and sales support for the MissionSquare Sales teams based on region.  This role provides broad support to address client-related matters and client relationship management (CRM) system research, reports, and update. They also provide support with scheduling, meetings and events, invoice processing, and ad-hoc client marketing. Some daily or overnight travel may be required for events such as benefit fairs and internal regional team meetings support and the role is expected to provide support based on different US time zones as required.

Essential Functions for this role include:

  • Provide operational support such as researching complex items, locating forms and plan documents (contracts, amendments, loan documents), and opening/ escalating cases in CRM system (salesforce) for plan and participant related inquiries
  • Run weekly and monthly CRM system reports and updating system for sales-related fields such as number of eligible employees at plan sponsor, co-providers of recordkeeping services and plan features adopted by a given plan sponsor
  • Monitor workflow processes for fund lineup change requests originating from relationship management and field leadership
  • Submit requests for materials and publications for the team and plan sponsors when requested
  • Coordinate special mailing, mass email communication of new or departing Retirement Plan Specialists
  • Assist with onboarding and orientation of new Retirement Plan/Education Specialists
  • Document team meetings and track deliverables
  • Maintain calendars, schedule and arrange appointments, meetings, business luncheons, travel itinerary and coordinate related arrangements
  • Arrange and coordinate regional staff meetings and special meetings and events
  • Monitor event budgets, review and process bills and purchase authorizations. Assist the team with timesheets and expense report questions (as a proxy for management)
  • Provide administrative support for the territory that includes screening calls and emails when there is a vacancy in the territory
  • Other duties as assigned

If you have the following skills, we encourage you to apply:

  • BA/BS or equivalent experience.
  • 5 - 7 years of experience. 

  • Experience in office support, preferably in a sales/customer service environment.

  • Strong organization and customer service skills are required, and the ideal candidate works well with only general supervision.

  • Ability to grasp technical and complex concepts and convey to internal teammates and occasionally for participants and plan sponsors.

  • Basic knowledge of IRS rules and regulations when it comes to Retirement Plans for Public Sector Employees.

  • Proficient in Microsoft Office (Excel, Word, PowerPoint)

  • Excellent communications skills both verbal and written

  • Proven ability to interact with internal and external clients (e.g. employers and employees, vendors and associates) using tact and diplomacy

  • Ability to maintain complete discretion and confidentiality

  • Prior experience in a financial services environment

  • Previous experience with operating systems (OMNI, TRAC, AWD)

  • Previous customer relationship management (CRM) systems knowledge, preferably Salesforce)

     To benefit your career and support your wellbeing, we offer:

    • Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
    • Varied incentive plans
    • Flexible/Hybrid work schedules
    • Wellness programs
    • Tuition reimbursement
    • Professional and career development courses
    • Mentoring programs
    • Volunteerism program 

     As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

    Equal Opportunity Employer
    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. ADMINISTRATIVE

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