Retirement Operations Support (Max $24/hr W2)

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

Retirement Operations Support (Max $24/hr W2)

• Contract

Finance

Retirement Services requires all new hires to be in the office every day for the first 90 days. The Retirement Services Team within the *** Service Network (MSSN) provides IRA and retirement account support to *** financial advisors and branch employees. The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.

Skills required:

• -Attention to detail
• -Ability to multi-task and manage time effectively
• -Ability to establish and maintain positive client relationships
• -Ability to diagnose and solve problems creatively
• -Ability to recognize and diffuse potential issues and/or difficult interactions
• -Excellent communication (written and oral) and listening skills
• -Desire and ability to learn quickly and apply knowledge to various situations
• -Bachelors degree or minimum 2 years financial industry experience

Skills desired:

• -Experience related to retirement products preferred, but not required
• -Current or past Series 7 preferred, but not required
• -Bachelor degree preferred

All your information will be kept confidential according to EEO guidelines.

Job Location