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Confidential
A financial firm is in need of a Remote Associate Retirement Advisor. Core Responsibilities of this position include: Being responsible for relationship management and proactive education to core IRA customers Working with customers with...
Confidential
A financial services company has a current position open for a Remote Retirement Plan Operations Specialist. Core Responsibilities Include: Updating Retool system for deconverting/terminating plans Reconciliation of the plan two weeks in...
Confidential
An insurance and finance company has an open position for a Remote Retirement Plan Implementation Consultant. Core Responsibilities Include: Overseeing the implementation/conversion of all complex, bundled new business/conversion plans...
Confidential
A mutual insurance company is in need of a Remote Retirement Plan Services Consultant II. Core Responsibilities Include: Serving as the primary contact for a caseload consisting of mid-size and large retirement plans Analyzing federal...
Confidential
A financial services software company is searching for a person to fill their position for a Remote State Retirement Plans Financial Services Operations Manager. Candidates will be responsible for the following: Serving as the day-to-day leader...
Confidential
A retirement company is in need of a Remote Monetary Control Processor. Candidates will be responsible for the following: Acquiring and entering information into relevant systems Processing daily activity/transactions as instructed Reviewing...
Confidential
A financial services and investment firm is filling a position for a Remote Financial Customer Service Professional. Candidates will be responsible for the following: Providing excellent service within our call center for our customers?...
Confidential
A retirement fiannce service provider has a current position open for a Remote Financial Operations Associate. Core Responsibilities Include: Performing daily reviews of outstanding work, record-keeping database items and bank activity...
Confidential
A financial services company is in need of a Remote Client Service Manager. Must be able to: Be accountable for overall delivery of service to our plan sponsors, advisors, partners and third party administrators Manage daily communications...
