Retirement Services Operations Specialist

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

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.