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Retirement Services Advisor Associate

7/5/2025

Not Specified

Job Summary

A company is looking for an Advisor Service Associate in the Retirement Services division.

Key Responsibilities
  • Support onboarding and transitions for newly acquired retirement firms
  • Provide day-to-day advisor support for RPAG tools and investment platforms
  • Coordinate with internal teams on automation and AI-driven process improvements
Required Qualifications
  • 2+ years in financial services, retirement plan administration, or investment operations
  • Strong digital skills and experience with platforms like RPAG, Salesforce, or Microsoft 365
  • Curiosity for AI, low-code tools, and automation

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