Retirement Specialist

Robert Half is partnering with a boutique Financial Services group here in Charlotte, NC looking to add a Retirement Specialist to their team.

Responsibilities include:

• Administration of New and Existing Retirement business
• Providing client services
• Maintaining workflows
• Scheduling and conducting enrollment meetings
• Conducting and assisting with Fiduciary Review Meetings
• Build Industry Relationships and Knowledge
• Work with the internal team to drive additional business and provide excellent service to clientele

Qualifications:

• Previous Administrative of Investment background in the Financial Services/Financial Planning space
• 3+ years of Financial Services experience, preferably in retirement planning/services
• Bachelor's in Finance, Business Administration or related a plus
• Personable, good communication skills
• FI360 software experience a plus