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Financial Services Banking & Finance

Impactful Retirement Plan Operations Pro

Job in Winter Park, Orange County, Florida, 32792, USA
Listing for: Foundation Risk Partners
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Banking & Finance
Job Description & How to Apply Below
A financial services company is looking for a detail-oriented Operations Specialist to support Retirement Plan Advisors and Client Relationship Managers. This role entails processing retirement plan transactions, assisting with compliance, and ensuring efficient operations related to 401(k) and other retirement plans. Candidates should have a Bachelor’s degree in a related field and 2–5+ years of experience in financial services or retirement plans.

Strong communication skills and attention to detail are essential. This is a full-time, entry-level position with comprehensive benefits.
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