Retirement Operations Support Max 24hr W2

Lenmar Consulting Inc.; Columbus (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

Lenmar Consulting Inc. in Columbus, OH, seeks a detail‑oriented Retirement Services Associate to support IRA and retirement product inquiries.

The team serves financial advisors and branch staff, handling retirement account procedures, distributions, and tax‑related questions; in‑office collaboration is required for the first 90 days. Ideal candidates will communicate clearly, manage competing priorities, and build positive client relationships.

Qualifications

• Attention to detail is required.
• 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 written and oral communication and listening skills.
• Desire and ability to learn quickly and apply knowledge to various situations.
• Bachelor's degree or minimum 2 years financial industry experience.

Skills

Attention to detail

Multi-tasking

Client relationships

Problem solving

Issue diffusion

Communication skills

Learning agility

Bachelor's degree / 2 years financial

Education

Bachelor's degree

Job description

Job Description

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

Qualifications:

Additional Information

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