Remote Financial Services Installation Coordinator

Job is Expired
Location: Pennsylvania
Compensation: To Be Discussed
Staff Reviewed: Sat, May 29, 2021

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

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