Retirement Services Advisor Associate

Job Summary

A company is looking for an Advisor Service Associate in the Retirement Services division.

Key Responsibilities

• Support onboarding and transitions for newly acquired retirement firms
• Provide day-to-day advisor support for RPAG tools and investment platforms
• Coordinate with internal teams on automation and AI-driven process improvements

Required Qualifications

• 2+ years in financial services, retirement plan administration, or investment operations
• Strong digital skills and experience with platforms like RPAG, Salesforce, or Microsoft 365
• Curiosity for AI, low-code tools, and automation