Retirement Operations Support (Max $24/hr W2) at Lenmar Consulting Inc.

Company Description

Finance

Retirement Services requires all new hires to be in the office every day for the first 90 days.

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.

Skills required

-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

Skills desired

-Experience related to retirement products preferred, but not required

-Current or past Series 7 preferred, but not required

-Bachelor degree preferred

Qualifications

Additional Information

All your information will be kept confidential according to EEO guidelines.