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Remote Recordkeeping Specialists Team Manager

Company: VirtualVocations
Location: Vista
Posted on: November 18, 2022

Job Description:

A financial services company is in need of a Remote Recordkeeping Specialists Team Manager.

Individual must be able to fulfill the following responsibilities:
Supervise and train all team members
Utilize with proficiency daily trading platforms (i.e., Mid Atlantic, Matrix, Schwab)
Create and maintain workflow processes based on SSAE/SOC principles
Qualifications for this position include:

Strong knowledge of retirement plan services and daily recordkeeping
Ability to communicate clearly and concisely
Time management focus, with attention to deadlines and timelines
Positive attitude and dedication to our client's needs
A track record of consistently meeting and/or exceeding performance expectations
Bachelor's degree in business preferred or 5 years of experience in the retirement plan industry

Keywords: VirtualVocations, Vista , Remote Recordkeeping Specialists Team Manager, Executive , Vista, California

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