Lead Operations Specialist

Job Summary

A company is looking for a Lead Operations Specialist - Retirement Plans.

Key Responsibilities

• Reconciles cash balances and executes transactions for plan transfers
• Processes complex trading requests and investment menu changes
• Develops technical skills to enhance client service and adapt to system changes

Required Qualifications

• Bachelor's Degree or equivalent experience required
• 3-5 years of related Retirement Plan's Recordkeeping experience required