Job Summary
A financial services company is searching for a person to fill their position for a Remote Retirement Implementation Coordinator.
Must be able to:
- Support a successful implementation by collecting company and bank information, connecting payroll, purchasing surety bonds
- Work with payroll team to ensure payroll syncs correctly and obtain census data
- Work cross-functionally within our organization (specifically with operations and sales) to make sure customer needs are met
Skills and Requirements Include:
- Proficiency in Business Spanish - reading, writing and speaking
- 3+ years of experience in a client-facing role in the financial or retirement industry preferred
- You thrive being a part of a team
- A “people person” who truly enjoys interacting with clients and can communicate difficult concepts fluidly
- A strong work ethic, proactively following up with our customers and keeping them on track
- Experience working in a fast-paced, high growth software company where change is a constant
