Retirement Plan Services Specialist (Hybrid)

L3

sgs technologieSt Petersburg, FLtoday
SGS Technologies is seeking a detail-oriented Retirement Plan Services support specialist. The role involves processing forms, such as rollovers and internal transfers, while ensuring IRS regulatory compliance. The candidate will handle routine inquiries via email and collaborate with internal teams. Requires 2+ years in financial services or a finance degree with quick learning in retirement planning. Training occurs on-site for 8 weeks, then a hybrid schedule (3 days WFH, 2 days on-site) after
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Level

JuniorL3

Location

St Petersburg, FL

Occupation

Tax Preparers

Industry

Pension Funds

Posted

today

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