Strong organizational skills with the ability to manage multiple concurrent installation and document projects * Assist leadership in improving and streamlining the plan installation process
Strong organizational skills with the ability to manage multiple concurrent installation and document projects * Assist leadership in improving and streamlining the plan installation process
Strong organizational skills with the ability to manage multiple concurrent installation and document projects * Assist leadership in improving and streamlining the plan installation process
Strong organizational skills with the ability to manage multiple concurrent installation and document projects * Assist leadership in improving and streamlining the plan installation process
Act as the customer's point of contact from the sale to installation * Assist customers by pulling permits (as required) and liaise with local HOAs * Develop product knowledge to successfully convey ...
Act as the customer's point of contact from the sale to installation * Assist customers by pulling permits (as required) and liaise with local HOAs * Develop product knowledge to successfully convey ...
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Quick apply
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Austin, TX · On-site
$49K - $56K/yr
What to expect as a Commercial Security Installation Technician III: * Assist the Project Manager regarding on-site scheduling of work activities and timely delivery of equipment * Responsible for ...
Security Installation Technician III
$49K - $56K/yr
What to expect as a Commercial Security Installation Technician III: * Assist the Project Manager regarding on-site scheduling of work activities and timely delivery of equipment * Responsible for ...
Security Installation Technician III
$49K - $56K/yr
What to expect as a Commercial Security Installation Technician III: * Assist the Project Manager regarding on-site scheduling of work activities and timely delivery of equipment * Responsible for ...
Security Installation Technician III
Austin, TX · On-site
$49K - $56K/yr
What to expect as a Commercial Security Installation Technician III: * Assist the Project Manager regarding on-site scheduling of work activities and timely delivery of equipment * Responsible for ...
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Furniture Installation & Delivery Specialist Join Elite Austin, where we're not just a team--we're ... Participate in warehouse operations, organization, and inventory control for the company * Assist ...
Quick apply
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Kitchen & Bath Installer
Austin, TX · On-site
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Austin, TX · On-site
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Installer
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... tasks related to the installation of synthetic turf fields under the direction of a Site ... KEY RESPONSIBILITIES * Assist in field setup upon arrival at the job site * Accurately handle and ...
Installer
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... tasks related to the installation of synthetic turf fields under the direction of a Site ... KEY RESPONSIBILITIES * Assist in field setup upon arrival at the job site * Accurately handle and ...
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... tasks related to the installation of synthetic turf fields under the direction of a Site ... KEY RESPONSIBILITIES * Assist in field setup upon arrival at the job site * Accurately handle and ...
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Installation Assistant information
What is an installation assistant?
What does an installation assistant do?
What are the key skills and qualifications needed to thrive as an installation assistant?
What is the difference between Installation Assistant vs Installer?
| Aspect | Installation Assistant | Installer |
|---|---|---|
| Credentials | High school diploma or equivalent; may require basic technical training | High school diploma; technical certifications or training often preferred |
| Work Environment | Assist with setup and support tasks, often indoors or on-site | Perform installation, assembly, and troubleshooting, often on-site at customer locations |
| Employer & Industry Usage | Used in retail, appliance, and technology sectors for support roles | Common in construction, manufacturing, and technical services for hands-on installation |
While both roles support installation processes, the Installation Assistant primarily provides support and preparatory tasks, whereas the Installer performs the actual installation and setup. The roles often overlap but differ mainly in responsibility level and technical expertise required.
Is being an installation assistant a good career path?
What are the most commonly searched types of Installation jobs in Austin, TX?
The most popular types of Installation jobs in Austin, TX are:
What are popular job titles related to Installation Assistant jobs in Austin, TX?
For Installation Assistant jobs in Austin, TX, the most frequently searched job titles are:
What job categories do people searching Installation Assistant jobs in Austin, TX look for?
The top searched job categories for Installation Assistant jobs in Austin, TX are:
What cities near Austin, TX are hiring for Installation Assistant jobs?
Cities near Austin, TX with the most Installation Assistant job openings:

RETIREMENT PLAN INSTALLATION AND DOCUMENT MANAGER
Austin, TX • On-site, Remote
Full-time
Posted 14 days ago
Job description
job overview
The Retirement Plan Installation and Document Manager is responsible for managing all aspects of installing new retirement plans- including Start-Up Plans, Takeover Plans, and conversions of existing plans transitioning to the firm. This includes drafting new plan documents, coordinating with internal teams and recordkeeping partners, and serving as the primary point of contact for clients and advisors throughout the installation process. This role ensures smooth, accurate, and compliant implementation from point of sale through the first deposit. The Retirement Plan Installation and Documents Manager leads client installation calls, sets expectations, and ensures every plan is installed accurately in the firm's systems and across partner platforms. This position includes ongoing document and amendment support. This is a remote or in person position that requires strong communication skills, industry knowledge, and exceptional attention to detail.
How will you demonstrate our values and positively impact our business?
DELIVER SERVICE
- Manage all aspects of installation and conversion projects, from document collection to first contribution
- Serve as the primary contact for clients, advisors, and recordkeeping partners during the implementation process
- Identify and consult with clients on solutions to ease the operation and administration of the retirement plan
- Participate in and coordinate installation related calls with clients, advisors, and internal partners to review plan setup, document provisions, responsibilities, and key deadlines.
- Establish new plans and create plan amendments using Relius and FT William Plan document systems in an accurate and timely manner
- Review and prepare Plan Document comparison assessments, as needed
- Generate all required regulatory notices and work with distribution partners for fulfillment
ESPRIT DE CORPS
- Collaborate cross-functionally with internal departments (e.g., compliance, sales, operations, and client services) to ensure aligned processes and outcomes
- Work directly with clients on amendment requests, regulatory document amendments, and document related special projects
- Communicate effectively with Relationship Managers and/or Sales regarding any missing or incomplete data on the installation paperwork
- Ability to work and communicate effectively across all areas within the organization
BRING GUSTO
- Strong organizational skills with the ability to manage multiple concurrent installation and document projects
- Assist leadership in improving and streamlining the plan installation process
- Maintain Client files and the Plan Document Library to be sure all Documents are current and up to date and saved
- Participate in continuous improvement of installation systems, procedures, and service quality
- Expand expertise and role by seeking ways to help leaders and team members with special projects
- Desire to manage a small team
BE EXPERTS
- In-depth knowledge of retirement plan design and administration
- Develop expertise relative to internal systems and processes used to install new plans
- Develop and maintain a strong knowledge of the Relius and FT William Document systems to help improve the Client experience
- Develop an understanding of retirement plan pricing and fee schedules to ensure accurate plan set up
- Stay up to date on regulatory changes and retirement industry trends to ensure compliant and informed installation and ongoing document practices
OWN IT
- Problem-solving mindset with sound judgment and discretion under pressure
- Develop and maintain a strong knowledge of PensionPro to track and document the installation process, including project creation and reporting
- Confirm and validate the accuracy of plan setup in internal systems and across external platforms
- Thoroughly document all responsibilities, processes, and procedures
- Proactively follow up with all plan team members regarding outstanding issues related to installation or plan amendments
Specific Knowledge, Skills, and Abilities
- Experience with Relius and FT William software strongly desired
- Proficiency in Microsoft Office Suite, especially Excel, Word, Outlook, and Teams
- Strong familiarity with industry software such as Pension Pro a plus
- Excellent verbal and written communication skills, including the ability to clearly explain complex provisions to clients.
- Keen attention to detail with a high degree of accuracy
- Self-motivated and driven
- Team oriented but also able to work independently
- Able to shift and prioritize work as needed
- ASPPA or NIPPA designation highly desired
Education and Experience
- Bachelor's degree preferred; can be substituted for relevant experience
- Minimum 3 years' experience with Qualified Retirement Plan administration, including Plan Document creation
- Experience drafting retirement plan documents
- Experience with high-touch client service and multiple recordkeeping platforms
Additional details
- Job Type: Full-time/Remote optional
- Occasional travel for company meetings or industry events is required
- Standard Office Work Hours 8:00 - 5:00 PM, Monday - Friday, Occasional additional hours may be necessary based on installation volume or deadlines
Fringe Benefit Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
About Fringe Benefit Group
Sourced by ZipRecruiter
Industry
Insurance services
Company size
51 - 200 Employees
Headquarters location
Austin, TX, US
Year founded
1983