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Telecommute Retirement Plan Specialist

Company: VirtualVocations
Location: Hayward
Posted on: January 18, 2023

Job Description:

A financial services company needs applicants for an opening for a Telecommute Retirement Plan Specialist.

Core Responsibilities Include:
Working with clients to obtain necessary information to prepare the annual reporting
Reconciling plans with only rollovers and plan stock using Excel and administration software
Reviewing documents submitted by clients for completeness and accuracy
Position Requirements Include:

Solid customer service background
Adequate math and analytical skills
Proficiency in using Microsoft Excel, Word, and Outlook
Ability to work in an autonomous environment where you can be a self-directed worker
Associate's or Bachelor's degree in a related field or equivalent

Keywords: VirtualVocations, Hayward , Telecommute Retirement Plan Specialist, Other , Hayward, California

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