Retirement Operations Specialist – Client Support & Solutions

Lenmar Consulting; Columbus (OH); On-site; USD 19,000 - 33,000; Part time

Job summary

Lenmar Consulting in Columbus, OH is seeking a Retirement Operations Support. This in-office role supports retirement accounts and related procedures for financial advisors and branch employees. First 90 days require in-office presence daily.

Ideal candidates hold a Bachelor's degree or have 2+ years in the financial industry and bring strong communication, problem solving, and relationship-building skills to ensure high-quality service.

Qualifications

• Bachelor's degree or at least 2 years in the financial industry.
• Excellent communication, written and oral, with strong listening skills.
• Ability to establish and maintain positive client relationships.
• Attention to detail and problem-solving skills.
• Ability to diagnose and solve problems creatively.
• Ability to diffuse potential issues in client interactions.
• Ability to learn quickly and apply knowledge to various situations.

Skills

Attention to detail

Multi-tasking

Client relationships

Problem solving

Issue diffusion

Communication skills

Learning quickly

Financial industry experience

Education

Bachelor's degree

2 years financial industry experience

Job description

Lenmar Consulting in Columbus, OH is seeking a Retirement Operations Support. This in-office role supports retirement accounts and related procedures for financial advisors and branch employees. First 90 days require in-office presence daily.

Ideal candidates hold a Bachelor's degree or have 2+ years in the financial industry and bring strong communication, problem solving, and relationship-building skills to ensure high-quality service.