Offer summary
Qualifications:
Bachelor's degree or 5 years of experience in financial services, Knowledge of non-qualified deferred compensation plans preferred, Excellent time management and prioritization skills, Outstanding computer literacy and knowledge of MS Office applications, Experience in a high-paced environment.
Key responsabilities:
- Manage assigned tasks to meet service goals
- Communicate with clients and stakeholders on onboarding processes
- Coordinate information collection with plan sponsors
- Train associates on job responsibilities
- Monitor task completion within implementation plan