HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2015) is seeking a retirement services specialist to provide administrative support to the retirement planning department.
Preparation of presentation materials
Maintaining recordkeeping system
Assisting with routine plan participant inquiries
Preparing paperwork for distributions
The ideal candidate:
We're interested in organized individuals who are committed to providing excellent customer service and internal support.
This role requires:
Associate degree or equivalent position related experience
Excellent communication skills
Strong computer skills
What we offer:
We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401k Plan. Our benefits package also
includes a mimimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:
Opportunities to develop new skills and progress your career