Retirement Plans Support Specialist

Job Summary

A company is looking for a Strategic Support Specialist - Retirement Plans.

Key Responsibilities

• Assist in the timely integration of external platforms and internal tools by preparing, importing, and transforming data
• Collaborate with IT to identify and implement improvements with PensionPro
• Provide quality control and timely execution of PensionPro communications and assist with data validations/data integrity

Required Qualifications

• High school diploma or equivalent
• Experience working in retirement services and/or financial service industries is a plus
• Pension Pro skills, including reporting and launching batch email blasts and projects
• Intermediate Microsoft skills, including Word, Excel, and Teams
• American Retirement Association designation is a plus