Commonwealth Financial Network

Retirement Operations Specialist

Job Locations US-CA-San Diego
Job ID
SD/W-2021-154
# of Openings
1
Category
Retirement Operations
Type
Permanent/ Full-Time

Overview

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 already have a good understanding of how people save for retirement or a strong interest in learning more.

 

If so, you might be interested in this opportunity on our 14-person Retirement Operations team. We provide retirement account support and process distribution requests for all types of retirement plans. You’ll assist Commonwealth’s advisors with retirement plan–related issues, helping answer account inquiries, performing account maintenance procedures, and solving technical issues. All in a day’s work!

 

Key Responsibilities 

  • Handling the daily processing of retirement distributions, according to IRS regulations
  • Responding to questions from Commonwealth advisors regarding retirement plans in an accurate and timely manner
  • Keeping current on applicable laws and changes in the retirement landscape
  • Disseminating information regarding 401(k) and IRA/qualified plan guides via phone, email, important notices, conferences, training sessions, and publications
  • Performing administrative duties related to retirement plans
  • Participating in a variety of departmental projects
  • Taking on additional responsibilities, as requested

Core Strengths 

  • 1–2 years’ experience in a financial services environment
  • Excellent customer service skills
  • Desire to work hard and be a team player
  • Bachelor’s degree a plus
  • Punctual throughout the day, with strong organizational skills
  • Highly organized; able to handle multiple tasks, retain information, and use available resources to find the right answer
  • Strong commitment to accuracy, details, and logical decision-making

Additional Skills and Knowledge

  • FINRA Series 7 securities registration or initial Securities Industry Essentials exam a plus
  • Experience working at a financial advisory firm or in the financial service industry preferred

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves. 

 

Picture Yourself Here

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression. 

 

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways. Where you can be yourself and belong. Where you can build a career and find community.

 

At Commonwealth, everyone plays a part in our success story—and in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. Come join us on the pathway to a brighter future!

 

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.

 

J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.

 

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

 

Commonwealth is an equal opportunity employer, making intentional efforts to source candidates from all backgrounds.

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