Retirement Plan - Stratham, NH

+The Client Liaison will serve as the primary point of contact for 3(16) concierge fiduciary services on an assigned book of business. · +Meet Compass Service Agreement standards when interacting with plan sponsors. · Respond to plan sponsor emails within 24 hours. · ...

The Client Liaison will serve as the primary point of contact for 3(16) concierge fiduciary services on an assigned book of business. They must ensure data is received, transmitted and communicated effectively and accurately. · Meet Compass Service Agreement standards when intera ...

The Onboarding Specialist is responsible for assisting new clients during the installation of their new retirement plan. Participate in conference/video calls with Clients and Financial Advisors to ensure plans are onboarded efficiently. · Excellent verbal and written communicati ...

The Onboarding Specialist is responsible for assisting new clients during the installation of their new retirement plan, · Participate in conference/video calls with Clients, Financial Advisors and Recordkeepers to ensure plans are onboarded in an efficient manner. · Follow estab ...

The Onboarding Specialist assists new clients during the installation of their retirement plan. They follow existing procedures and IRS and DOL regulations. · ...

The Onboarding Specialist is responsible for assisting new clients during the installation of their new retirement plan, · or the transfer of their existing retirement plan to Compass and a Recordkeeper/Investment Platform partner. · This is achieved by following existing Compass ...

The position is responsible for the formulation and maintenance of retirement plan documentation. The individual will interpret key legislation impacting the RS business function and client base as it relates to 401(K). They will effectively communicate internally and externally. ...

We believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. · Bachelor's Degree preferredSeries 7, Series 66 preferred and appro ...

Position Summary Responsible for the formulation and maintenance of retirement plan documentation. · Analyze existing plan documentation to identify plan provisions features and benefits. · ...

Responsible for the administration of complex retirement benefit plans and trust accounts. · Bachelor's Degree or equivalent education and experience · 5-7 years experience in a Financial Services industry CRSP Certification · ...

The position primarily involves delivering parcels along designated suburban routes using your personal vehicle. · Customer Assistance: Address mail-related questions and service issues from customers · Clerical Work: Perform administrative support tasks to aid daily USPS operat ...

The position primarily involves working on weekends and holidays, · with the potential for up to seven days of parcel delivery service.It is an excellent opportunity · for those who enjoy working outdoors and providing reliable delivery service. · ...

This role ensures the smooth distribution of mail while offering professional customer support. · ...

We are accepting applications for City Carrier Assistants nationwide. · Delivering Mail: Deliver mail and packages to homes and businesses on assigned routes. · Customer Assistance: Help customers with postal inquiries and service requests. · ...

Job summary · This role is vital to ensuring the timely and accurate processing of mail. · Career Growth: Advancement opportunities based on performance. · ,Sorting and Processing Mail: · ,Clerical Duties:Maintain accurate records and process mail forms. · , ...

The USPS is accepting applications for City Carrier Assistants nationwide. This role ensures smooth postal operations by delivering mail efficiently. · Delivering Mail: Deliver mail and packages to homes and businesses on assigned routes · Customer Assistance: Help customers with ...

USPS is accepting applications for PSE Mail Processing Clerks nationwide. · Ensure mail is processed and routed accurately · Provide support for mailing inquiries and services · ...

Job Summary · USPS is accepting applications for PSE Sales & Services/Distribution Associate nationwide. This role ensures the smooth distribution of mail while offering professional customer support. · Key Responsibilities · Sort and organize mail for distribution · Assist with ...

The USPS is actively accepting applications for Mail Handler Assistants nationwide.Join a dynamic work environment where you will interact with a diverse team and contribute to efficient mail handling and distribution. · ...

Join a dynamic work environment where you will interact with a diverse team and contribute to efficient mail handling and distribution. · Help address mail-related inquiries and issues · Sort, label, and distribute mail accurately and promptly · ...