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Remote Retirement Transition Manager

Company: VirtualVocations
Location: Ontario
Posted on: November 21, 2022

Job Description:

An insurance company is in need of a Remote Retirement Transition Manager.

Individual must be able to fulfill the following responsibilities:
Handle the installation of defined contribution retirement plans
Create project plans to meet deliverable dates and timetables
Leverage time management and organizational skills to handle multiple installations at various points
Qualifications Include:

Bachelor's degree in a business field or equivalent education/experience
One year of financial services industry experience, or relevant administrative or customer service experience
Communication and interpersonal skills with an emphasis on active listening
Excellent customer service skills and client focused
Strong problem-solving skills and attention to detail
Proficiency using MS Word and Excel

Keywords: VirtualVocations, Ontario , Remote Retirement Transition Manager, Executive , Ontario, California

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