Responsibilities
- Process loans and distributions for (k) clients accurately and efficiently.
- Collaborate with clients to understand their retirement planning needs and provide tailored solutions.
- Maintain detailed records and ensure compliance with all regulatory requirements.
- Utilize strong mathematical skills for amortizations and financial calculations.
- Engage in continuous learning to improve service delivery and client satisfaction.
Schedule :
- Flexible work schedule with core hours from 9 AM to 3 PM.
- This role is fully onsite, no remote options
Qualifications :
- Open to various backgrounds
- Strong mathematical and analytical skills.
- Excellent attention to detail and a commitment to service excellence.
MIN-IA
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