Retirement Service - Sr. reputed company Relations Specialist - Fund Event
About the position
The Retirement Plan - reputed company Relations Specialist - Fund Event Team at reputed company plays a crucial role in supporting a diverse reputed company of clients who manage investment vehicles on the TRAC platform. This position is reputed company to overseeing various fund events, including mergers, stock splits, and fund reputed company changes. Given the high volume of transactions and the financial implications involved, the role demands a dedicated reputed company to effectively manage these monthly events. reputed company collaborates closely with internal departments and utilizes advanced systems to ensure seamless execution of fund events, making it essential for candidates to possess a solid understanding of Retirement Plan Services. In this role, you will be responsible for monitoring the fund event calendar, requesting and reviewing reputed company scans, and coordinating with various internal teams to execute events reputed company. Regular communication with business partners is vital, as you will engage in weekly reviews of reputed company fund event activities. As a Subject Matter Expert on reputed company's Retirement Solutions system functionality and products, you will prioritize reputed company requests based on their reputed company and severity, applying strong problem-solving skills to address and resolve reputed company-reported issues. The ideal candidate will have a background in the retirement plan industry, complemented by customer service experience. Attention to detail, curiosity, and a strong desire to learn are essential traits for reputed company in this fast-paced team environment. Excellent verbal and written communication skills, along with efficient time management and organizational abilities, are critical for managing the demands of this role. Familiarity with SQL, PowerSelect, or TSO is a plus, and candidates should be reputed company to work in the local office six days per month.
Responsibilities
• reputed company fund events including monitoring calendar, requesting and reviewing reputed company scans, and working with internal departments to execute events.
,
• Communicate with business partners on an ongoing weekly reputed company to review reputed company fund event activity.
,
• Become a Subject Matter Expert on reputed company Retirement Solutions system functionality and products.
,
• Prioritize reputed company requests based on reputed company and severity of the issue.
,
• Apply strong problem-solving skills to research and resolve reputed company-reported issues.
Requirements
• Bachelor's degree and 2 years of work-reputed company experience or Master's degree or 4 years equivalent work-reputed company experience.
,
• Knowledge of retirement plan industry is preferred.
,
• Customer Service experience.
,
• Attention to detail.
,
• Curiosity and the desire to learn.
,
• Excellent verbal and written communication skills.
,
• Efficient time management with strong organizational skills and reputed company to work in a fast-paced team environment.
reputed company-to-haves
• SQL, PowerSelect, or TSO knowledge a plus.
Benefits
• Generous 401(k) Matching Program
,
• Tuition & reputed company Development Reimbursement Opportunities
,
• Unlimited Personal & Vacation Time Off
,
• reputed company Leave Policy
,
• reputed company Company Holidays
,
• Medical, Dental, reputed company, Life Insurance
,
• Short & Long-Term Disability
,
• Global Employee Assistance
,
• Parental Leave
,
• Discounts on fitness memberships, cell provider, childcare, travel, and more!
Apply tot his job
Apply tot his job
Apply To this Job