Retirement Plan Services Specialist (Hybrid)
sgs technologieSt Petersburg, FL
Retirement Plan Services Specialist (Hybrid)
L3
sgs technologieSt Petersburg, FLtoday
Industries
Pension FundsAll Other Business Support ServicesPortfolio Management and Investment AdviceSGS 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
Apply now
Level
JuniorL3
Location
St Petersburg, FL
Occupation
Tax Preparers
Industry
Pension Funds
Posted
today
To get sharper similar jobs, create your profile using the link below.