Retirement Plan Specialist
A company is looking for a Retirement Plan Specialist. Key Responsibilities Serve as the main contact for retirement plan sponsors and investment advisors Build and maintain strong relationships with clients to ensure satisfaction Assist clients with day-to-day inquiries and compliance-related tasks Required Qualifications High School Diploma or GED required; Bachelor's degree in accounting, finance, or related field preferred Minimum 2 years of experience in a financial services operations environment required Broad knowledge of the retirement plan industry; willingness to obtain relevant designations Proficiency with Microsoft Office applications required Experience with ASC software is a plus
A company is looking for a Retirement Plan Specialist.
Key Responsibilities
Serve as the main contact for retirement plan sponsors and investment advisors
Build and maintain strong relationships with clients to ensure satisfaction
Assist clients with day-to-day inquiries and compliance-related tasks
Required Qualifications
High School Diploma or GED required; Bachelor's degree in accounting, finance, or related field preferred
Minimum 2 years of experience in a financial services operations environment required
Broad knowledge of the retirement plan industry; willingness to obtain relevant designations
Proficiency with Microsoft Office applications required
Experience with ASC software is a plus
