Remote Retirement Implementation Coordinator

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Wed, Feb 10, 2021

This job expires in: 7 days

Job Category: Financial

Remote Level: 100% Remote

Employer Type: Employer

Career Level: Experienced

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

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