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2 weeks ago
As an Assistant Manager, you will be responsible for overseeing a team and managing complex 401K transactions, audits, and client relationships.
Key Responsibilities:
- Team Leadership: Motivate and lead your team to achieve goals and objectives.
- Compliance and Training: Ensure that your team is trained and compliant with all regulations and policies.
- Client Engagement: Provide excellent customer service to clients and resolve any issues that may arise.
Requirements:
- 8+ years of experience in a related field.
- Must-have: Correction (Adjustment) processing experience.
- Graduates/Postgrads preferred. ASPPA RPF certification is a plus for the lead role.
We are seeking a highly skilled and experienced professional to manage our team's retirement planning and management operations.
Our ideal candidate has a strong background in retirement planning and management, with a proven track record of success in leading teams and managing complex financial transactions.
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