Job is Expired
Location: Arizona, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, Nebraska, North Carolina, Texas, Utah, Virginia
Compensation: Salary
Staff Reviewed: Wed, Jan 11, 2023
Job Summary
A financial services company needs applicants for an opening for a Telecommute Retirement Plan Specialist.
Core Responsibilities Include:
- Working with clients to obtain necessary information to prepare the annual reporting
- Reconciling plans with only rollovers and plan stock using Excel and administration software
- Reviewing documents submitted by clients for completeness and accuracy
Position Requirements Include:
- Solid customer service background
- Adequate math and analytical skills
- Proficiency in using Microsoft Excel, Word, and Outlook
- Ability to work in an autonomous environment where you can be a self-directed worker
- Associate's or Bachelor's degree in a related field or equivalent