Retirement Operations Support W2

Job Description

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.

• -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

• -Experience related to retirement products preferred, but not required
• -Current or past Series 7 preferred, but not required
• -Bachelor degree preferred

Additional Information

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