Job Summary

• The Senior Specialist is responsible for understanding, set up and execution of payment structures for all lines of retirement services business.
• This role has direct financial impact and supports regulatory and participant/plan reporting.
• Collaborates and consults with multiple internal partners across the organization, including Relationship Management, Client Service, Fees & Billing, Implementation, Deconversions, Money In, Money Out, Plan Change, Fund and Fee Change Set Up Teams, Technology and Sr. Leadership.

Matching Summary

Skills & Requirements

Key Requirements

• Bachelor's degree or equivalent work experience
• 4 to 6 years' experience
• Intermediate Excel, Word and Access skills
• FINRA Series 6 permitted but not required

Work Rights