Retirement Operations Lead

Location: Remote
Compensation: Salary
Reviewed: Thu, Mar 13, 2025
This job expires in: 25 days

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

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