Job Summary
A financial services company is seeking a Remote Financial Services Installation Coordinator.
Core Responsibilities Include:
- Ensuring appropriate fund selection, availability and establishment of account and trading information
- Managing case load effectively to meet or exceed departmental service goals
- Providing clear communication regarding the roles of each individual involved in the implementation
Applicants must meet the following qualifications:
- Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience
- Familiarity MS-Office software applications, including Excel, PowerPoint, Word, and Visio
- Ability to work overtime as necessary
- 2-4 years of industry experience in financial services or retirement services environment
- Basic knowledge base of ERISA, DOL and IRS regulations, and plan documents
- Excellent presentation skills, telephone etiquette and professionalism, client service skills and time management
