Full-Time Retirement Plan jobs in Texas

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RETIREMENT PLAN SERVICES ACCOUNT COORDINATOR

Operating Investment Reporting Software to create Plan Review Reports. Assisting in the creation and construction of materials for presentation to clients. Assisting in tracking of important plan deadlines. Assist in developing an...

CompanyHigginbotham Insurance Agency Inc
AddressHouston, TX
CategoryInformation Technology
Salary$47.1K - $59.6K a year
Job typeFull-time
Date Posted 2 weeks ago See detail

Retirement Plan Services Account Coordinator

Higginbotham Insurance Agency Inc

Houston, TX

$47.1K - $59.6K a year

Operating Investment Reporting Software to create Plan Review Reports. Assisting in the creation and construction of materials for presentation to clients. Assisting in tracking of important plan deadlines. Assist in developing an...

Retirement Plan Specialist

Guidant Financial

Odessa, TX

Work with clients to obtain necessary information to prepare the annual reporting. Review documents submitted by clients for completeness and accuracy. Reconcile plans with only rollovers and plan stock using Excel and administrat...