RETIREMENT OPERATIONS SPECIALIST

3 weeks ago

Waltham MA USA, United States Commonwealth Financial Full time
Overview

If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Retirement Operations department offers a hybrid work schedule, so you'll be able to work from home for part of the week

We're looking for a retirement operations specialist to join our ranks. We provide retirement account support and process distribution requests for all types of retirement plans. You'll assist Commonwealth's advisors with retirement plan-related issues, helping answer account inquiries, performing account maintenance procedures, and solving technical issues. All in a day's work

Key Accountabilities

* Handling the daily processing of retirement distributions, according to IRS regulations
* Responding to questions from Commonwealth advisors regarding retirement plans in an accurate and timely manner
* Keeping current on applicable laws and changes in the retirement landscape
* Disseminating information regarding 401(k) and IRA/qualified plan guides via phone, email, important notices, conferences, training sessions, and publications
* Performing administrative duties related to retirement plans
* Participating in a variety of departmental projects
* Taking on additional responsibilities, as requested

Core Strengths and Skills

* 1-2 years' experience in a financial services environment
* Excellent customer service skills
* Desire to work hard and be a team player
* Bachelor's degree a plus
* Punctual throughout the day, with strong organizational skills
* Highly organized; able to handle multiple tasks, retain information, and use available resources to find the right answer
* Strong commitment to accuracy, details, and logical decision-making

Additional Skills and Knowledge

* FINRA Series 7 securities registration or initial Securities Industry Essentials exam a plus
* Experience working at a financial advisory firm or in the financial service industry preferred

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible healthcare benefits; and we find plenty of occasions to celebrate. What's not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

Min

USD $60,000.00/Yr.

Max

USD $66,000.00/Yr.

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