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Retirement Plan Operations Specialist

Client Services Department

Seattle, Washington/ Remote

Full Time (40hrs/week)

Start Immediately

Pay: $45,000-$85,000

Our Team Members

At Leading Retirement Solutions (LRS) our goal is to empower all businesses with the economic independence required to help their employees save for a secure retirement. In order to deliver on this goal, LRS team members uphold their commitment to superior customer service, have a consistent track record of exceeding expectations, and always show their attention to detail by continually advancing their education of our unique industry. With their solutions-oriented mindset and ability to thrive both independently and as part of a team, LRS is able to leverage our strengths and promote innovation throughout our industry. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

Department-wide Responsibilities

Join our growing Operations Team and take a role focused on developing, implementing, and overseeing many exciting strategic initiatives to support our company with growing. You will collaborate with leadership to identify, prioritize, develop, and manage key operational initiatives that drive performance and operational efficiency.

 

This job will be a good fit for you if you:

 

· Are looking for a fully remote position.

· A position that allows you to guide the future of your role and responsibilities, as well as the future of our growing company.

· Want to thrive in a role with opportunities to collaborate across various departments, including with the leadership team.

· Are seeking a position with the opportunity for professional development, including industry certification/credentialing.

· Want to join a community of retirement professionals looking to make a difference.

 

Role Responsibilities

Project Leadership

• Oversight of key company operational initiatives, often requiring coordination with key stakeholders and across company departments.

• Evaluate programs or functions, policies and procedures related to internal, partner, sponsor, and participant engagement to identify issues and develop alternative solutions.

• Engage in Team Performance, Process & Efficiency Management.

• Foster collaborative working relationships within the operations department and across all levels and departments of the organization.

• Successfully engage key stakeholders in development, deployment, and management of project plans.

• Manage key operational initiatives, performing regular assurance checks, recommending changes based on quality of initiatives and reporting progress to management.

• Maintain a service focused relationship with coworkers, partners and client.

Operations Management

• Complete problem resolution & data analysis for all aspects of retirement plan administration support.

• Build and maintain company, department, and team level KPIs and metrics, including building dashboards and regularly reporting to leadership.

• Buildout and oversight of multiple software applications.

• Project planning including scheduling and budgeting.

• Project oversight, including monitoring, resolving project conflicts and project reporting.

• Create standard operating procedures to support company departments and goals.

• Work directly with external clients and partners.

• Maintain up to date knowledge of the retirement plan industry.

• Schedule, manage, and facilitate internal meetings.

Qualifications

• Understanding of retirement plans and the basics of plan management.

• Successful record of effectively communicating and collaborating, across multiple departments and team members, in a virtual environment.

• Experience working independently and taking initiative without direct management oversight.

• Track record of handling changing and competing responsibilities.

• Solutions-based approach to technology and applications, communication, training, marketing, cyclical activities, and sales.

• Demonstrated record of consistently meeting or exceeding performance objectives in a timely manner.

• The ability to synthesize substantial amounts of information into a coherent, vision, strategy, and plan.

Qualification Preferences

• Bachelor’s degree

• Experience in retirement plan, investment, or banking industries.

• Minimum of 2 years’ experience in project management and/or organizing multiple strategic initiatives.

• ASPPA Retirement Plan Fundamentals (RPF) Certified.

• Proficiency with Excel, Word, Outlook, Adobe Acrobat, PowerPoint.

• Ability to quicky learn new software systems.

 

Email us a cover letter, resume, references, and any additional applicable information to apply.

APPLY NOW

Contact Us: careers@leadingretirement.com

Benefits We Offer

We offer benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays are available after 90 days of employment. We also offer a company sponsored 401(k) Plan and company matching contributions, performance bonuses, and financial support for ongoing education and credentialing. We are a growing company with a casual working environment, providing each of our team members the opportunity to be a part of our company's success.

Our Team Has A Lot To Say

LRS is a great and growing organization. It recognizes it's team members for their efforts and makes them the number one priority of the company. As we are growing, new and different opportunities are always available, which challenges me to grow as a professional.

LRS Team Member

Excellent opportunity in a unique and growing industry. Formal training is sponsored by the company with professional mentoring by the team. Employees and their lives matter in the workplace.

LRS Team Member

I am viewed as a person rather than a number. I am impactful to the company and the company has helped me grow both personally and professionally.

Kimberly V.

I work in a very positive environment. I am continually educated to better serve our clients and the industry. The company invests in me and therefore I am happy to invest my time and efforts within the organization.

LRS Team Member

 

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