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Retirement Services Support Specialist
2 months ago
We are seeking a highly skilled Retirement Services Support Specialist to join our team at Rose International. As a key member of our financial operations team, you will be responsible for reviewing and approving various forms for completion, updating administrative systems to service retirement accounts, and accurately updating accounts using the Admin system.
Key Responsibilities- Review and approve forms for completion to ensure accuracy and compliance.
- Update administrative systems to service retirement accounts, ensuring timely and accurate processing.
- Audit and verify account information to prevent errors and discrepancies.
- Collaborate with internal teams to resolve account-related issues and provide exceptional customer service.
- Stay up-to-date with regulatory requirements and industry best practices to ensure compliance and quality service.
- Bachelor's degree in a related field or equivalent experience.
- Minimum 2 years of experience in financial services, preferably in retirement account administration.
- Excellent analytical and problem-solving skills, with attention to detail and accuracy.
- Strong communication and interpersonal skills, with ability to work effectively in a team environment.
- Proficiency in administrative software and systems, with ability to learn new technologies quickly.
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- A chance to work with a leading provider of financial services solutions.
