Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.
Day-to-day You Will Be Expected To
A key component of our client’s mission to empower retirement savings includes effortless plan
onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.
This Will Include
Referencing existing documentation on payroll systems.
Ensuring action items are completed in a timely manner.
Increasing client speed to complete onboarding through successful completion of project tasks.
Requirements
Keen attention to detail and deadlines
Strong ability to follow written and verbal instructions
Fluency in English both written and spoken
Experience in operations or administrative roles is a plus, but not required. What’s most important is your ability to quickly understand new concepts and your passion for the work.
Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, and Jira/Confluence
Qualities And Skills
Good organizational skills.
A quick learner.
Regularly seeking understanding by frequently asking questions.
Hours
40 hours per week
9-5pm US-ET
Must be able to work US-East Coast/New York Time Zone