Retirement Operations Lead

A company is looking for a Retirement Operations-Lead Recordkeeper. Key Responsibilities Provide service and administrative support to complex defined contribution plan clients Train, coach, and mentor lower-level recordkeepers Handle client communications and coordinate with various teams for processing and reporting Required Qualifications 6+ years of defined contribution client service experience Experience with OMNI 7.4 platform systems Proficiency in creating and updating Excel spreadsheets Bachelor's degree or equivalent preferred Must work East Coast hours

Mar 13, 2025 - 19:48
 0
Retirement Operations Lead
A company is looking for a Retirement Operations-Lead Recordkeeper. Key Responsibilities Provide service and administrative support to complex defined contribution plan clients Train, coach, and mentor lower-level recordkeepers Handle client communications and coordinate with various teams for processing and reporting Required Qualifications 6+ years of defined contribution client service experience Experience with OMNI 7.4 platform systems Proficiency in creating and updating Excel spreadsheets Bachelor's degree or equivalent preferred Must work East Coast hours