Commonwealth Financial Network

Retirement Operations Specialist

US-MA-Waltham
Job ID
W-2017
# of Openings
1
Category
Retirement Operations
Type
Full-Time

Overview

So you’re looking for something different in a financial services firm? In that endless sea of online job postings, you want to find the best work/life balance for yourself (of course!). On the list of your “must haves” is a high degree of focus on your individual development. It is also important for you to be part of a profitable and modern company culture—one that considers its commitment to delivering indispensable service and its legacy of having fun equally valuable. We hear you!

 

Our progressive company is dedicated to helping you grow as a professional, all while enjoying events like our annual bocce tournament, movie trivia, cornhole games, potlucks, summer outings, holiday bashes, and more. If you are looking for a unique opportunity where your talents can make a difference on a broad scale, then our engaging Retirement Operations team is the place for you. Come join us and be a part of something special.

 

Discover what it’s like to be psyched to come to work every day! We offer you:

 

  • A generous bonus plan
  • Stock options and use of vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • A free on-site fitness center
  • Ample opportunity to volunteer with and support local charities
  • A VTO (volunteer time off) day to use toward a cause that’s important to you
  • Tuition reimbursement
  • Free breakfast on Fridays
  • A competitive benefits package—and much more

About the Opportunity

Are your customer service skills top notch? Have you gotten your feet wet in the financial services industry, and now you’re ready to dive a little deeper? Perhaps you’ve already earned your FINRA Series 7 securities registration—or maybe it’s on the horizon.
 
If so, then you may be interested in this opportunity on our 10-person Retirement Operations team. We provide retirement account support and process distribution requests for all types of retirement plans. You’ll be assisting Commonwealth’s advisors with retirement account-related issues, helping to answer account inquiries, performing account maintenance procedures, and solving technical issues. All in a day’s work!
 
Think you have what it takes? Then let’s talk.

Responsibilities

  • Handling the daily processing of retirement distributions according to IRS regulations
  • Responding to questions from Commonwealth advisors regarding retirement accounts in an accurate and timely manner
  • Staying informed of applicable laws and changes in the retirement landscape
  • Providing information about 401(k), IRA, and qualified plan guides via phone calls, e-mails, important notices, conferences, training sessions, and publications
  • Performing administrative duties related to retirement accounts
  • Participating in a variety of departmental projects
  • Assuming additional responsibilities, as requested

Qualifications

  • 1–2 years of experience in a financial services environment
  • Excellent customer service skills
  • The desire to work hard and be a team player
  • Bachelor’s degree a plus
  • FINRA Series 7 securities registration a plus

Summary

Have we piqued your curiosity? Can you see yourself thriving in this career opportunity as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.

 

Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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