Retirement Plans Operations SpecialistVirtualVocations • Port Saint Lucie, Florida, United States
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Retirement Plans Operations Specialist
VirtualVocations • Port Saint Lucie, Florida, United States
30+ days ago
Job type
- Full-time
Job description
A company is looking for a Lead Operations Specialist - Retirement Plans.
Key Responsibilities
Reconciles cash balances and executes transactions for plan transfers
Processes complex trading requests, investment menu changes, and Relius corrections
Develops technical skills to enhance client service and adapt to system changes
Required Qualifications
Bachelor's Degree or equivalent experience required
3-5 years of related Retirement Plan Operations experience required
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Operation Specialist • Port Saint Lucie, Florida, United States
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