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

[job_card.30_days_ago]

[job_preview.job_type]

[job_card.full_time]

[job_card.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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