Retirement Plan Services Specialist (Hybrid)

Posted today

sgs technologieSt Petersburg (FL)

Tax Preparers Pension Funds

SENIORITY

Junior

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About the role

SGS Technologies is seeking a detail-oriented Retirement Plan Services support specialist. The role involves processing forms, such as rollovers and internal transfers, while ensuring IRS regulatory compliance. The candidate will handle routine inquiries via email and collaborate with internal teams. Requires 2+ years in financial services or a finance degree with quick learning in retirement planning. Training occurs on-site for 8 weeks, then a hybrid schedule (3 days WFH, 2 days on-site) after

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