Operations Specialist

  • location: Pennington, NJ
  • type: Contract
  • salary: $22.28 per hour
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job description

Operations Specialist

job summary:
Description:

Department function: Retirement plan pricing coordinator

Day to day responsibilities of the role: manage all retirement plan proposal requests for Advisor Alliance partner plans. Coordinate proposal requests to various partners and document all correspondence in Salesforce.

Required skills/experience/education: detail oriented and adept at working in fast-paced environment

Top 3 Must Have Skillsets Required:

General commuter knowledge, Microsoft Suite - Word, PowerPoint, Outlook, Excel, PDF

 
location: Pennington, New Jersey
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:
Day to day responsibilities of the role: manage all retirement plan proposal requests for Advisor Alliance partner plans. Coordinate proposal requests to various partners and document all correspondence in Salesforce.

 
qualifications:
Required skills/experience/education: detail oriented and adept at working in fast-paced environment

Top 3 Must Have Skillsets Required:

General commuter knowledge, Microsoft Suite - Word, PowerPoint, Outlook, Excel, PDF

 
skills: Banking Operations
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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