Job Description

About the Role Become part of a dynamic team supporting the latest AI-driven technology in the financial services industry, helping clients manage and optimize their retirement plans.

Day-to-day you will be expected to:

A key component of our client’s mission to empower retirement savings includes effortless plan onboarding and ongoing plan administration. You will support coordination of payroll systems setup, to ensure implementation is frictionless.

This will include:

  • Referencing existing documentation on payroll systems.
  • Ensuring action items are completed in a timely manner.
  • Increasing client speed to complete onboarding through successful completion of project tasks.

Requirements:

  • Keen attention to detail and deadlines
  • Strong ability to follow written and verbal instructions
  • Fluency in English both written and spoken
  • Experience i...

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