- Handling the daily processing of retirement distributions, according to IRS regulations
- Responding to questions from Commonwealth advisors regarding retirement plans in an accurate and timely manner
- Keeping current on applicable laws and changes in the retirement landscape
- Disseminating information regarding 401(k) and IRA/qualified plan guides via phone, email, important notices, conferences, training sessions, and publications
- Performing administrative duties related to retirement plans
- Participating in a variety of departmental projects
- Taking on additional responsibilities, as requested
- 1–2 years' experience in a financial services environment
- Excellent customer service skills
- Desire to work hard and be a team player
- Bachelor's degree a plus
- Punctual throughout the day, with strong organizational skills
- Highly organized; able to handle multiple tasks, retain information, and use available resources to find the right answer
- Strong commitment to accuracy, details, and logical decision-making
- FINRA Series 7 securities registration or initial Securities Industry Essentials exam a plus
- Experience working at a financial advisory firm or in the financial service industry preferred
-
Retirement Operations Specialist
3 weeks ago
Commonwealth Financial Network LLC South Waltham, United States· Job ID: W-2024-KR · # of Openings: 1 · Category: Retirement Operations · Type: Permanent/ Full-Time · }Min: USD $60,000.00/Yr. · Max: USD $66,000.00/Yr. · Overview · If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of ...
-
Retirement Operations Specialist
5 days ago
Commonwealth Financial Network LLC South Waltham, United States· Job ID: W-2024-KR · # of Openings: 1 · Category: Retirement Operations · Type: Permanent/ Full-Time · }Min: USD $60,000.00/Yr. · Max: USD $66,000.00/Yr. · Overview · If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of ...
-
Business Operations Specialist
3 weeks ago
Winslow Technology Group, LLC Waltham, United StatesJob Description · Job DescriptionBusiness Operations Specialist · As an integral member of Winslow Technology Group, LLC, the Business Operations Specialist will play an essential role in numerous processes related to inside operations and support. You will be delivering high-qu ...
-
Retirement Operations Specialist
4 weeks ago
Commonwealth Financial Network LLC Waltham, United StatesJob Description · Job ID: W-2024-KR · # of Openings: 1 · Category: Retirement Operations · Type: Permanent/ Full-Time · }Min: USD $60,000.00/Yr. · Max: USD $66,000.00/Yr. · Overview · If you're looking for a high-energy, inclusive atmosphere and a company that understands the ...
-
Retirement Operations Specialist
2 weeks ago
Commonwealth Financial Waltham, United StatesOverview · If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focuse ...
-
Operations Compliance Specialist
2 weeks ago
The RMR Group Newton, United StatesOverview · The Operations Compliance Specialist ensures the accuracy and compliance of all Service Contracts/Service Orders, Construction Contracts, Certificates of Insurance as well as the Building Engines - CMMS (Work Order) System control. The Operations Compliance Specialist ...
-
Operations Specialist
4 weeks ago
Cambridge Computer Services, Inc Waltham, United StatesAs an Operations Specialist at Cambridge Computer, your central role is to execute all moving pieces of the technology acquisitions that keep our clients' data centers on the cutting edge. That means that we'll expect you to learn how to collaborate smoothly with our sales team a ...
-
Operations Specialist
1 week ago
Cambridge Computer Services, Inc Waltham, United StatesAs an Operations Specialist at Cambridge Computer, your central role is to execute all moving pieces of the technology acquisitions that keep our clients' data centers on the cutting edge. That means that we'll expect you to learn how to collaborate smoothly with our sales team a ...
-
Operations Specialist
3 weeks ago
Cambridge Computer Services, Inc Waltham, United StatesAs an Operations Specialist at Cambridge Computer, your central role is to execute all moving pieces of the technology acquisitions that keep our clients' data centers on the cutting edge. That means that we'll expect you to learn how to collaborate smoothly with our sales team a ...
-
Operations Specialist
1 week ago
Cambridge Computer Services, Inc Waltham, United StatesAs an Operations Specialist at Cambridge Computer, your central role is to execute all moving pieces of the technology acquisitions that keep our clients' data centers on the cutting edge. That means that we'll expect you to learn how to collaborate smoothly with our sales team a ...
-
Operations Specialist
1 week ago
IASIS Healthcare Watertown, United StatesOperations SpecialistClick Here to Apply OnlineJob DescriptionLocation: Steward Medical Group - NorthPosted Date: 11/30/2023Reporting to the Senior Manager, the Provider Onboarding Specialist will perform essential functions to onboard and offboard new physicians and advanced pra ...
-
Operations Specialist
2 weeks ago
Massachusetts Institute of Technology Cambridge, United StatesOPERATIONS SPECIALIST, Kavli Institute for Astrophysics and Space Research (MKI), to join the Chandra X-ray Observatory Advanced CCD Imaging Spectrometer (ACIS) instrument team and support ACIS operations. ACIS is one of two focal plane instruments o Operations Specialist, Operat ...
-
Sales Operations and Administration Specialist
2 weeks ago
Flexcompute Inc. Watertown, United StatesJob Description · Job DescriptionFlexcompute is a cutting-edge technology startup that specializes in ultra-fast simulation technology. Our products are utilized by companies in designing and optimizing technology products, with applications ranging from designing airplanes and c ...
-
Operations Specialist
2 weeks ago
Massachusetts Institute of Technology Cambridge, United StatesREQUIRED: B.Sc. or equivalent degree in an engineering or science field; two years of experience in astrophysics, aerospace engineering, or programming (may include experience gained as an undergraduate); familiarity with Linux command line and advanced UNIX shell commands and ab ...
-
Retirement Operations Specialist
4 weeks ago
Commonwealth Financial Waltham, United StatesIf you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Co Operations Specialist, Retirem ...
-
Digital Operations Specialist
3 weeks ago
Proclinical Staffing Cambridge, United States Full time, FreelanceDigital Operations Specialist - Cambridge, MA - Contract · Proclinical is on the lookout for a dynamic Digital Operations Specialist for a leading MSP. This is a contract position located in Cambridge, MA. · Primary Responsibilities: · The ideal candidate will be instrumental in ...
-
Retirement Operations Specialist
5 days ago
Commonwealth Financial Network LLC Waltham, United StatesJob Description · Job ID: W-2024-KR · # of Openings: 1 · Category: Retirement Operations · Type: Permanent/ Full-Time · }Min: USD $60,000.00/Yr. · Max: USD $66,000.00/Yr. · Overview · If you're looking for a high-energy, inclusive atmosphere and a company that understands the ...
-
Operations Specialist
3 weeks ago
The Panther Group Boston, United States Direct HireOur client, a well-known firm, is seeking an Operation Specialist to join their growing team. · Responsibilities:Processing checks, wires, ACH payments, transfers and receipts. · Maintenance of all recurring cash items. · Reconciliation of cash balances and addressing all discr ...
-
Business Operations Specialist
2 weeks ago
Winslow Technology Group Waltham, United StatesJob Description · Job Description · Business Operations Specialist · As an integral member of Winslow Technology Group, LLC, the Business Operations Specialist will play an essential role in numerous processes related to inside operations and support. You will be delivering hig ...
-
Retirement Operations Specialist
6 days ago
Commonwealth Financial Network LLC Waltham, MA, United States· Job ID: W-2024-KR · # of Openings: 1 · Category: Retirement Operations · Type: Permanent/ Full-Time · }Min: USD $60,000.00/Yr. · Max: USD $66,000.00/Yr. · Overview · If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of ...
Retirement Operations Specialist - Waltham, MA, United States - Commonwealth Financial Network LLC
Description
Job ID: W-2024-KR
# of Openings: 1
Category: Retirement Operations
Type: Permanent/ Full-Time
}Min: USD $60,000.00/Yr.
Max: USD $66,000.00/Yr.
Overview
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Retirement Operations department offers a hybrid work schedule, so you'll be able to work from home for part of the week
We're looking for a retirement operations specialist to join our ranks. We provide retirement account support and process distribution requests for all types of retirement plans. You'll assist Commonwealth's advisors with retirement plan–related issues, helping answer account inquiries, performing account maintenance procedures, and solving technical issues. All in a day's work
Key Accountabilities
Core Strengthsand Skills
Additional Skills and Knowledge
Have we piqued your curiosity? Can you see yourself thriving in this opportunity?
Picture Yourself Here
At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible healthcare benefits; and we find plenty of occasions to celebrate. What's not to love?
We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.
About Commonwealth
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.
Min
USD $60,000.00/Yr.
Max
USD $66,000.00/Yr.
Compensation details:
PI2ba7e22ff0c