Retirement Operations Support (Max $24/hr W2)
Lenmar Consulting Inc.•Columbus, OH
•$24•Onsite
About The Position
The Retirement Services Team within the Service Network (MSSN) provides IRA and retirement account support to financial advisors and branch employees. The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures. All new hires are required to be in the office every day for the first 90 days.
Requirements
- Attention to detail
- Ability to multi-task and manage time effectively
- Ability to establish and maintain positive client relationships
- Ability to diagnose and solve problems creatively
- Ability to recognize and diffuse potential issues and/or difficult interactions
- Excellent communication (written and oral) and listening skills
- Desire and ability to learn quickly and apply knowledge to various situations
- Bachelors degree or minimum 2 years financial industry experience
Nice To Haves
- Experience related to retirement products preferred, but not required
- Current or past Series 7 preferred, but not required
- Bachelor degree preferred
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
