Retirement Plan Specialist

Job Summary

A company is looking for a Retirement Plan Specialist.

Key Responsibilities

• Serve as the main contact for retirement plan sponsors and investment advisors
• Build and maintain strong relationships with clients to ensure satisfaction
• Assist clients with day-to-day inquiries and compliance-related tasks

Required Qualifications

• High School Diploma or GED required; Bachelor's degree in accounting, finance, or related field preferred
• Minimum 2 years of experience in a financial services operations environment required
• Broad knowledge of the retirement plan industry; willingness to obtain relevant designations
• Proficiency with Microsoft Office applications required
• Experience with ASC software is a plus