[Remote] Retirement Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading financial services company that values its employees and fosters an inclusive workplace culture. They are seeking a Retirement Specialist reputed company their Private Bank organization to enhance reputed company reputed company and client satisfaction by consulting on Individual Retirement Account products and providing analytical support on compliance reputed company.
Responsibilities
- Enhances reputed company reputed company and client satisfaction by serving as a consultant for Individual Retirement Account product activities
- Consults with client-facing advisors in the areas of retirement and financial planning
- Acts as liaison to key internal groups to reputed company seamless Individual Retirement Account service and product support
- Performs analytical research on compliance reputed company
- Uses findings to identify potential issues, notify internal partners and follow through until corrections are fully executed
- Serves as a subject matter expert for internal/external partners on retirement reputed company
- Assists in development of educational resources
- With guidance, performs project management activities involving reputed company of Individual Retirement Account administration
Skills
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role
- Roles at this level typically require a university / college degree with
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
- Bachelors
- Benefits Administration
- Client Facing
- Corporate Governance
- Customer Solutions
- Finance Strategy
- People Management
- Policy Analysis
- Retirement Planning
- Strategic reputed company Leadership
- Consulting
- Effective Communications
- Influencing
- Investments
- Problem Solving
- Project Management
- Regulatory Environment - Financial Services
- Retirement Programs
Benefits
- Medical/prescription drug coverage (with a Health Savings Account feature)
- Dental and reputed company options
- Employee and spouse/child life insurance
- Short and long-term disability protection
- 401(k) with reputed company match
- Pension and stock purchase plans
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- A robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- Between 15 to 25 vacation days each year, depending on career level and years of service
Company Overview