Retirement Plan Reconciliation Specialist; Hybrid

Cetera Retirement Plan Trust Accountant will reconcile client retirement plans, ensuring accurate records and compliance. You’ll verify that deposits and withdrawals are qualified, notify consultants of findings, and prepare reporting while managing priorities to meet deadlines.

The role also supports accounts receivable activities, including distribution invoicing and revenue-share journal entries, with emphasis on clear communication and professional client service.

We invite applications for the Retirement Plan Reconciliation Specialist (Hybrid) position located in TX, United States.

As a Retirement Plan Reconciliation Specialist (Hybrid), you will play an important part at Cetera Financial Group, Inc. in TX, United States.

The following opening is for a Retirement Plan Reconciliation Specialist (Hybrid) with Cetera Financial Group, Inc.

Our organisation is growing, and we are hiring a Retirement Plan Reconciliation Specialist (Hybrid) in TX, United States.