Colorado Licensed Operations Specialist

Job Summary

A company is looking for an Asset Administration, Operations Specialist.

Key Responsibilities:

• Review and update client account information, including monthly valuation data and asset status
• Identify and assess client submissions to ensure compliance
• Maintain records, process client requests, and adhere to communication procedures

Required Qualifications:

• Knowledge of IRS Regulations for retirement accounts and qualified plans
• Proficiency with Microsoft Office
• Ability to manage time effectively and prioritize tasks
• Ability to identify process improvements and efficiencies
• Must be able to work in an office or remote setting for extended periods