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Retirement Plan Services Specialist (Hybrid
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-08-22
Listing for:
SGS Technologie
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
SGS Technologies is seeking a detail-oriented Retirement Plan Services support specialist. The role involves processing forms, such as rollovers and internal transfers, while ensuring IRS regulatory compliance. The candidate will handle routine inquiries via email and collaborate with internal teams.
Requires 2+ years in financial services or a finance degree with quick learning in retirement planning. Training occurs on-site for 8 weeks, then a hybrid schedule (3 days WFH, 2 days on-site) after
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