RETIREMENT PLAN TRANSACTION SPECIALIST

Laguna Hills, CA 92653

Posted: 07/11/2018 Industry: Employee Benefits & Retirement Services Job Number: 7.11 1 KEF Pay Rate: $40,000 - $55,000

RETIREMENT PLAN TRANSACTION SPECIALIST

(Orange County)

In search of energetic, career minded individual to add to this focused team of Retirement Plan professionals. 

  • This role will support 401(k) Administrators by handling loans and distribution requests, reviewing and calculating vesting information and assisting participants and plan sponsors. 
  • Plans include 401(k), Profit Sharing, Defined Benefit, Cash Balance, Combo, Cross Tested & Age Weighted. 
  • Growth opportunities available!
  • Successful candidate will have strong exposure to retirement plans.  
  • ASPPA designations preferred and supported.
  • Outgoing & collaborative personality to work in team environment.
  • Great communication skills.
  • Desire to learn!

 401(k)

 #LI-KF1

RETIREMENT PLAN TRANSACTION SPECIALIST

(Orange County)

  • 2+ years Retirement Plans experience ideal.
  • System savvy - MUST have strong MS Office proficiency. 
  • PensionPro software experience would be ideal.
  • Critical thinker
  • GREAT listening skills
  • Customer service oriented
  • Creative (ability to create efficiencies)
  • Outgoing
  • Hard worker/team player

 

#LI-KF1

Opportunities for growth/advancement.  GREAT benefits!

Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.