Retirement Account Specialist

Salary Range: $45-50k
Title: Retirement Account Specialist

Position Type: Full Time

Department: Operations

Location: Royal Oak MI (48067)

Job Summary:

We’re currently searching for a full-time Retirement Account Specialist to work in our Operations Department.  This position has tremendous potential for growth and other opportunities within the company. The ideal candidate will have a great balance of attention to detail and a passion for helping people along with experience in the financial sector.

Primary Responsibilities:

  • Customer service calls.

  • See the 401(k) setup process start to finish as well as support the annual compliance process.

  • Work with partner financial institutions and custodians to help facilitate client funding.

  • Learn the technical aspects of the 401(k) effectively and be able to answer FAQs.

  • Perform job responsibilities in a consistent and reliable manner.


  • An Associate’s or Bachelor’s Degree or equivalent experience.

  • Experience working with retirement plans and/or in the financial sector.

  • Real-life examples of consistent and reliable work ethic.



  • Solid customer service experience
  • Consistent and reliable work ethic
  • Meticulous attention to detail
  • Proficiency in using Microsoft ExcelWord, and Adobe
  • Excellent communication, organizational, and computer skills.
  • Strong ability to work independently, including multitasking and establishing own priorities based on workload and client need
  • A team player with a positive attitude & a high level of patience
  • A proactive approach to problem-solving


Please submit resumes to
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