RETIREMENT PLAN TRANSACTION SPECIALIST

Laguna Hills, CA 92653

Post Date: 07/11/2018 Job ID: 7.11 1 KEF Industry: Employee Benefits & Retirement Services Pay Rate: $40,000 - $50,000

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.  Growth opportunities available!

RETIREMENT PLAN TRANSACTION SPECIALIST

(Orange County)

  • 2+ years experience with exposure to Retirement Plans 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

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.


Not ready to apply?

Send an email reminder to:

Share This Job:

Related Jobs: