Remote Retirement Plan Adjustment Specialist I

Job Summary

A software development firm has an open position for a Remote Retirement Plan Adjustment Specialist I.

Core Responsibilities Include:

• Acting as liaison between multiple clients under time-sensitive deadlines in order to minimize potential as-of loss exposure
• Investigating research requests generated from multiple sources
• Determining need for adjustment and whether correction involves outside party indemnification

Skills and Requirements Include:

• Knowledge of adjustment procedures also required
• Solid knowledge of qualified retirement plans or mutual fund processing required
• Analytical and follow through skills required
• Some college or equivalent combination of formal education and work experience required
• 12-18 months previous experience in retirement plan administration required