Rollover Specialist Consultant

A company is looking for a Rollover Specialist - Consultant (Remote). Key Responsibilities: Manage the rollover process for former employer-sponsored retirement plans into company accounts Collaborate with members, custodians, and financial institutions to ensure smooth transaction workflows Monitor rollover statuses and maintain accurate records of transfer requests and communications Required Qualifications: 2+ years of experience in operations related to retirement accounts and rollovers Knowledge of retirement plan regulations, including IRS guidelines for rollovers Proficiency in Excel and familiarity with data analysis tools Ability to work independently and in a team within a fast-paced environment Must meet minimum WiFi standards for remote work efficiency

Mar 17, 2025 - 19:49

A company is looking for a Rollover Specialist - Consultant (Remote). Key Responsibilities: Manage the rollover process for former employer-sponsored retirement plans into company accounts Collaborate with members, custodians, and financial institutions to ensure smooth transaction workflows Monitor rollover statuses and maintain accurate records of transfer requests and communications Required Qualifications: 2+ years of experience in operations related to retirement accounts and rollovers Knowledge of retirement plan regulations, including IRS guidelines for rollovers Proficiency in Excel and familiarity with data analysis tools Ability to work independently and in a team within a fast-paced environment Must meet minimum WiFi standards for remote work efficiency