Retirement Plan Operations Specialist managing client service and administrative support to plan sponsors. Overseeing retirement plan processing, settlements, and record maintenance.
Responsibilities
Leads day-to-day client service and administrative support to plan sponsors
Manages and increases the effectiveness and efficiency of support services for retirement plan operations
Resolves complex account related issues and implements process changes
Coordinates communication between support and business functions
Requirements
3+ years of experience in financial services industry
Experience in Recordkeeping (Preferably Omni Recordkeeping) systems
5+ years of experience in financial services industry preferred
Experience with distribution and operations
Benefits
superior retirement program
highly competitive health, wellness and work life offerings
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