Retirement Plan Services Specialist; Hybrid
Listed on 2026-10-07
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Finance & Banking
Financial Services, Banking & Finance, Financial Advisor / Consultant
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
We would love to welcome a new Retirement Plan Services Specialist (Hybrid) to our group in Saint Petersburg, FL, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Retirement Plan Services Specialist (Hybrid) role in the description above.
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