Job Summary

A provider of investment and financial services and software is filling a position for a Remote Retirement Plan Adjustment Specialist I.

Core Responsibilities Include:

• Investigating research requests generated from multiple sources
• Determining need for adjustment and whether correction involves outside party indemnification
• Discussing correction/settlement with request originator

Required Skills:

• Solid knowledge of qualified retirement plans or mutual fund processing
• Knowledge of adjustment procedures
• Analytical and follow through skills
• Numbers aptitude
• Organization, attention to detail and accuracy
• Ability to communicate clearly in order to resolve discrepancies using internal