Retirement Operations Specialist

Job Summary

A company is looking for a Retirement Operations Implementation Specialist I.

Key Responsibilities

• Coordinate and handle the setup of new plans and investment transfers on the recordkeeping system
• Review and ensure accurate implementation of plan conversions and escalate issues as necessary
• Communicate special plan needs to the permanent service team for successful plan transitions

Required Qualifications

• Bachelor's degree in Accounting, Finance, Business, or equivalent related work experience
• One or more years of experience in defined contribution plan administration or implementation
• Familiarity with retirement and recordkeeping systems
• Proficiency in Microsoft Excel, including formulas and pivot tables
• Ability to manage multiple assignments in a fast-paced environment