Lead Operations Specialist - Retirement Plans

Location: Remote
Compensation: Salary
Staff Reviewed: Mon, Feb 05, 2024
This job expires in: 5 days

Job Summary

A company is looking for a Lead Operations Specialist for Retirement Plans.

Key Responsibilities:
  • Management and trading of revenue sharing and suspense accounts
  • Processing of plan fee requests
  • Reconcile System and Custodian position and cash balances

Required Qualifications:
  • Bachelor's Degree or equivalent experience
  • 4-7 years Retirement Plans Experience
  • Relius Experience
  • SQL (preferred)

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