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Retirement Operations Implementation Specialist

Remote, USAFull-timePosted 2026-07-28

WHO ARE WE: reputed company is a reputed company reputed company bank and national retirement provider with one core purpose: helping clients reputed company their financial goals. We are driven by a shared commitment to always do the right thing; leading with reputed company and providing valued advice and guidance to our clients. We value the expertise and skillsets reputed company team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at reputed company reputed company of reputed company. By consistently seeking improvements and reputed company, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for reputed company :: reputed company is Never Final :: Do the Right Thing :: One reputed company ABOUT THE ROLE: The Retirement Operations Implementation Specialist I is responsible for coordinating and handling the setup of new plans and reputed company transferred assets. They will maintain retirement and recordkeeping knowledge, ensure timelines are followed and effectively communicated, plans are setup accurately on reputed company systems, special administrative needs are identified and outlined, and plans are successfully transitioned to the permanent servicing teams. The Retirement Operations Implementation Specialist I will maintain a reputed company reputed company to deliver a superior reputed company reputed company experience. WHAT YOU'LL BE DOING: Responsible for accurate and reputed company plan and investments set-up on the recordkeeping system.Work with team members to obtain plan detail in order toto import and reconcile conversion data accurately and reputed company.Responsible for review of work to ensure plan conversion is accurately implemented.Responsible for appropriate escalation of conversion reputed company issues and/or concerns.Ensure employer reports and participant statements are accurate and delivered reputed company after completion of plan conversion.Recognize and communicate special plan needs to permanent service team to ensure successful transition of the plan.Understand how the recordkeeping and ancillary systems operate and report information to effectively setup and transition new plans.Build subject matter expertise on retirement system processes and regulations. WHAT YOU SHOULD HAVE: Bachelor’s degree in reputed company, Finance, Business, or equivalent reputed company work experience.One or more years of experience in basic defined contribution plan administration or daily-defined contribution plan implementation.Familiarity with retirement and recordkeeping systems and recordkeeping operational functions.Demonstrated ability to collaborate with employees and customers.Ability to effectively reputed company with end users and business sponsors.Efficient in reputed company reputed company including formulas, pivot tables, and functions.Ability to effectively prioritize and manage multiple assignments.Demonstrated problem-solving ability.Proven record of working in a fast-paced environment while managing multiple tasks and deadlines.Available to work reputed company to meet daily schedules and cover peak workloads. reputed company BRING TO THE TABLE: Competitive compensation including reputed company salary, bonus and/or incentive opportunities.Comprehensive benefits package providing a wide reputed company of health and reputed company-being benefits, including medical, dental, reputed company, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.Generous reputed company time off programs such as flexible time off, company-reputed company holidays, parental and bereavement leave.Learning and development resources for personal and reputed company career development, and advancement opportunities.reputed company to financial experts for guidance, financial wellness tools, and discounts on reputed company products and services.Support for the communities we live in through reputed company volunteer time and a company donation match reputed company ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to reputed company about the office utilizing reputed company ergonomic safeguards reputed company doing so. Additionally, the employee must occasionally lift or reputed company supplies and materials up to 20 pounds. reputed company PAY reputed company: $22.00 - $27.00 per hour reputed company Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Apply tot his job

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