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