Retirement Processing Consultant

Job Summary

A company is looking for a Retirement Processing Consultant.

Key Responsibilities:

• Process various types of transactions for clients within company standards and regulatory guidelines
• Apply workflows and procedures efficiently to meet processing standards
• Research, recommend, and document improvements in service and productivity

Required Qualifications:

• Associates degree in business or equivalent work experience
• One year of relevant pension experience
• Ability to differentiate between products and remain updated on procedures and pension laws
• Strong knowledge of qualified retirement plan regulations
• Ability to work independently with frequent interaction with management