Retirement Operations Specialist

Commonwealth Financial Waltham , MA 02154

Posted 2 months ago


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, you might be interested in this opportunity to join our 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 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

  • Excellent customer service skills

  • The desire to work hard and be a team player

Additional skills and knowledge

  • 1-2 years of experience in the financial services industry

  • Bachelor's degree a plus

  • FINRA Series 7 securities registration or initial Securities Industry Essentials exam a plus

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

About Commonwealth-and Our Anything but Common Culture

Commonwealth Financial Network is the largest privately held Registered Investment Adviser-independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we've been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support-plus a variety of affiliation models-deliver what today's independent advisors need to thrive.

That being said, we are a financial services company with a unique mission-one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work-it's a place that, for many, feels like home.

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network 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 Financial Network is an equal opportunity employer that is committed to a diverse workforce.

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Retirement Operations Specialist

Commonwealth Financial