Remote Retirement Plan Adjustment Specialist I

Job is Expired
Location: East, Central
Compensation: To Be Discussed
Staff Reviewed: Thu, Mar 16, 2023

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

COMPLETE JOB DESCRIPTION

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