Full-Time Retirement Specialist jobs

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INTERMEDIATE RETIREMENT INCOME SPECIALIST - NOW HIRING

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of an...

CompanyUsaa
AddressColorado, United States
CategoryHuman Resources
Job typeFull-time, Part-time
Date Posted 2 days ago See detail

Intermediate Retirement Income Specialist - Now Hiring

Usaa

Colorado, United States

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of an...

Mid-Level Retirement Income Specialist

Usaa

Tampa, FL

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of an...

Intermediate Retirement Income Specialist - Now Hiring

Usaa

Tampa, FL

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of an...

Retirement Plan Specialist

Guidant Financial

Naples, FL

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...

Retirement Plan Specialist

Guidant Financial

Atlanta, GA

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...

Mid-Level Retirement Income Specialist

Usaa

Colorado, United States

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of an...

Mid-Level Retirement Income Specialist

Usaa

Phoenix, AZ

Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls. Asks questions to discover key information and retirement events and understands the role of 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...

RETIREMENT BENEFITS SPECIALIST

Wilson-Mcshane Corporation

Kansas City, MO

$26.10 an hour

Calculate and prepare retirement benefit payment amounts. Process retirement benefit applications. Explain RETIREMENT BENEFITS to participants and provide participants with benefit estimates. Answer high volume of incoming partici...

Retirement Plan Specialist

Guidant Financial

Overland Park, KS

$23 an hour

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...

Retirement Plan Specialist

Guidant Financial

Chanhassen, MN

$23 an hour

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...

Senior Business Program Specialist, RRWB Wealth Accumulation (Retirement) Program

Deloitte

Atlanta, GA

$109K - $138K a year

Deliver assigned services for Wealth Accumulation/retirement and/or financial well-being programs and projects under supervision of managers, senior managers, and leaders. Prepare reports, presentations and research using statisti...

Armed Security Specialist (Retired Or Active Law Enforcement)

Iac

New York, NY

$38 - $40 an hour

Generous Paid Time Off programs for flexible vacations. 16 hours of Volunteer Time Off yearly for community service. Industry-leading 401k plan with dollar-for-dollar company match. Employer-sponsored medical, dental, and vision i...

Retirement Plan Education Specialist

Voya Financial, Inc.

Sacramento, CA

Deliver on-site education for Plan Sponsor Participants. Conduct educational seminars/webinars focusing on Plan features and investments, as well as general investment-oriented and retirement-related seminars. Meet one-on-one to c...

Retirement Plan Termination Specialist

Ss&C

Quincy, MA

$55,000 - $65,000 a year

Flexibility: Hybrid Work Model & Business Casual Dress Code, including jeans Your Future: Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities. Work/Life Balance: Unlimited Personal & Va...

Retirement Plan Specialist

Guidant Financial

Newton, NC

$23 an hour

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...

Senior Business Program Specialist, RRWB Wealth Accumulation (Retirement) Program

Deloitte

Dallas, TX

$98.8K - $125K a year

Deliver assigned services for Wealth Accumulation/retirement and/or financial well-being programs and projects under supervision of managers, senior managers, and leaders. Prepare reports, presentations and research using statisti...

Retirement Plan Specialist

Guidant Financial

Tempe, AZ

$23 an hour

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...

PERSONNEL SR. BENEFITS SPECIALIST - RETIREMENT 1ST SHIFT

East Penn Manufacturing - Deka Batteries

Lyon Station, PA

$47.9K - $60.6K a year

Assist employees with questions via the phone, in-person, or email. Retirement Plan EligibilityManage employee eligibilityRun monthly eligibility listsMail and assemble packets to employeesReview enrollment documentsAssist emplo...

Retirement Plan Specialist

Guidant Financial

North Carolina, United States

$23 an hour

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...

Retirement Benefits Specialist

York Medical College

Valhalla, NY

$62,400 a year

Explains retirement benefit plan policies, procedures, and legal requirements to employees and beneficiaries. Conducts retirement and benefits-related calculations and analysis including repurchase of service, withdrawal of contri...

Retirement Plan Specialist

Guidant Financial

Minnesota, United States

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...

Retirement Plan Specialist

Guidant Financial

Cornelius, NC

$23 an hour

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...