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