Remote Institutional Lead Implementation Consultant

Job is Expired
Location: Nationwide
Compensation: Piece Work
Staff Reviewed: Thu, Jun 30, 2022

Job Summary

A financial services and investment firm is in need of a Remote Institutional Lead Implementation Consultant.

Core Responsibilities of this position include:

  • Reviewing and conducting plan provision calls
  • Acting as the primary contact

Qualifications Include:

  • Proficient knowledge of IRS/DOL reporting knowledge
  • 5+ years implementation or related work experience
  • Proficient knowledge of various IRS codes; 457, 401(k), 403(b), 401(a), etc
  • FINRA fingerprinting required

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