Retirement Operations Lead

Job Summary

A company is looking for a Retirement Operations-Lead Recordkeeper.

Key Responsibilities

• Provide service and administrative support to complex defined contribution plan clients
• Train, coach, and mentor lower-level recordkeepers
• Handle client communications and coordinate with various teams for processing and reporting

Required Qualifications

• 6+ years of defined contribution client service experience
• Experience with OMNI 7.4 platform systems
• Proficiency in creating and updating Excel spreadsheets
• Bachelor's degree or equivalent preferred
• Must work East Coast hours