- Coldstream Wealth Management (Portland, OR)
- … retirement savings? If so, we have the perfect role for you! As our Senior Retirement Plan Specialist , you'll have a direct impact on helping our clients ... an exciting part of planning their future. You will manage, support, and coordinate retirement plan client relationships under the direction of the Retirement… more
- NBT Bank (NY)
- Pay Range: $19.45 - $25.93 Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for ... client signature, and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature. +… more
- Aegon Asset Management (Cedar Rapids, IA)
- …data elements and work with internal parties to resolve issues. + Review Retirement Plan Documents, including client and participant communications, to ensure ... experience in the pension/ retirement industry + Working knowledge of retirement plan administration and plan pricing + Strong problem solving,… more
- Charles Schwab (Richfield, OH)
- …to work in the United States on a full-time basis without employer sponsorship.** Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is ... one of the leading providers of bundled retirement plan services. For mid-to large sized...our clients' best interests. **As a Senior Client Service Specialist , you are responsible for** + Assisting in the… more
- Wells Fargo (Charlotte, NC)
- … industry designation or willing to obtain a designation upon hire such as: Certified Retirement Plan Specialist (CRPS) or Qualified Plan Fiduciary ... take inbound calls from financial advisors assisting with their employer sponsored retirement plan and Individual Retirement Account (IRA) opportunities.… more
- Publix (Lakeland, FL)
- **33789BR** **Position Title:** PROFIT Plan Claims Processing Specialist , Retirement - Lakeland **Department:** Benefits Administration **Location:** ... An opportunity to purchase additional shares of our privately-held stock + 401(k) retirement savings plan + Group health, dental and vision plans plan + Paid… more
- ADP (Louisville, KY)
- …with ADP clients and is the direct client contact for retirement plan services. The Client Service Specialist is responsible for communicating with clients ... regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of… more
- MyFlorida (Tallahassee, FL)
- …. Requisition No: 862670 Agency: Management Services Working Title: RETIREMENT SPECIALIST III - 72002660 Pay Plan : Career Service Position Number: 72002660 ... RETIREMENT SPECIALIST III - 72002660 Date:... RETIREMENT SPECIALIST III - 72002660 Date: Oct 7, 2025...operating budget of $48,864,720. The division administers the Florida Retirement System (FRS) Pension Plan , currently the… more
- Raymond James Financial, Inc. (Anchorage, AK)
- …to generate revenue within a specific territory. + Identify, qualify and engage with retirement plan specialist advisors in territory. + Build mutually ... beneficial, long-term business relationships with retirement plan specialist advisors in territory. + Assists with educating financial advisors on the… more
- Adams County Government (Brighton, CO)
- …and technical duties when analyzing and administering essential components of the Adams County Retirement Plan (" Retirement Plan "), while maintaining a ... Retirement Benefits Specialist Print (https://www.governmentjobs.com/careers/adams/jobs/newprint/5110193) Apply...and accurate understanding of the benefits offered under the Retirement Plan . + Performs accounting functions including… more
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