- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resource for internal and external associates with respect to IRAs and other retirement plan issues + Keeps current on legislative and regulatory changes ... system enhancements for accuracy and usability; trains users on new systems + Organizes and schedules both onsite and...impact the end-clients + Providing support and guidance for retirement plan efforts + Reviewing materials for… more
- Lincoln Financial (Tallahassee, FL)
- …to financial security, with products including annuities, life insurance, group protection, and retirement plan services . With our 120-year track record of ... excited to bring on a **Director** to lead our ** Retirement New Business Payroll and Conversions** teams...new business plans and ensure that clients' overall service requirements are satisfied. You will also be responsible… more
- Wolters Kluwer (Tampa, FL)
- …administrative, document and compliance software for retirement plan service providers. This specialist supports with managed services by performing ... services customers in a back-office capacity with retirement plan administration duties using the ftwilliam.com...but not limited to 402g, 415, ADP/ACP, and run new comp allocations as requested for plans with at… more
- Wolters Kluwer (Tallahassee, FL)
- …& discovery of new opportunities + Develop an understanding of the retirement plan administration market, our customers (TPAs, CPAs, Law Firms, etc.), and ... Remote US locations **OVERVIEW** You will leverage your understanding of the retirement services industry, business, financials, and customer needs to drive… more
- ADP (Maitland, FL)
- …primary contact for clients to answer questions regarding their transition/onboarding process to ADP's Retirement Services plan . + Manage and analyze data at ... can focus on generating new business. + Responsibilities include structuring Retirement Services deals in the CRM, performing due-diligence and analysis of… more
- Paychex (St. Petersburg, FL)
- …profits in the Human Resource Services organization. Responsibilities + Presents all retirement plan and flexible spending account products and services ... and unleash your potential. Overview Selling Company's products and services by developing new clients and increasing...sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative. + May be… more
- Bristol Myers Squibb (Tampa, FL)
- …operational and systems issues. + Documents and deploys processes for savings and retirement plan operations and service support, with process improvement ... Professional with a focus on 401(k) savings and retirement plan management. This position will play...role will partner closely with Total Rewards Strategy and Service Delivery Management Partners, People Services Capability… more
- MyFlorida (Tallahassee, FL)
- …. Requisition No: 852385 Agency: Management Services Working Title: RETIREMENT FINANCIAL ADMINISTRATOR - 72002489 Pay Plan : SES Position Number: ... Tool (https://compcalculator.myflorida.com/) Retirement Financial Administrator Division of Retirement /Business Support Services /Accounting State of Florida Department… more
- MyFlorida (Tallahassee, FL)
- …. Requisition No: 854173 Agency: Management Services Working Title: RETIREMENT ANALYST II - 72003130 Pay Plan : Career Service ... of new staff and assists with staff development. Research retirement topics and prepare complete, accurate and grammatically correct responses to customers'… more
- Teradata (Tallahassee, FL)
- …cross-functional teams to ensure the successful positioning of Teradata's products and services , fostering New Customer, and long-term partnerships. + Client ... effectively. + Strategic Planning: Develop and execute strategic territory plans to achieve New Logo sales, revenue targets, and services sales objectives within… more