Operations Specialist

5 days ago

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PCS Retirement

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500

Description

• PCS Retirement, LLC is one of the nation's largest independent retirement solution providers. • The Operations Specialist, Enrollments performs back-office functions related to retirement plan onboarding and recordkeeping. • The position works closely with advisors, clients, and internal staff to ensure retirement savings needs are met. • This role requires the ability to learn and adapt to new products, processes, and procedures.

Requirements

• 3+ years of financial services experience, preferably in recordkeeping, TPA and/or the brokerage or mutual fund industry • Skilled in the use of Microsoft Excel, Word, and Outlook • Strong understanding of investments and related operational processes with retirement plan services a plus • Excellent communication skills both verbally and in writing, with internal associates, clients, fund families and vendors • Ability to manage multiple tasks simultaneously within strict deadlines and with a high degree of accuracy • Ability to participate as a member of a team, assisting in other projects as needed or as assigned • Bachelor’s Degree in Economics, Finance, Business Administration, or related discipline preferred • Experience collaborating with peers and teams

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off