Retirement Solutions Specialist
Focus Financial Partners is a leading financial services firm that specializes in integrated wealth management and business management services. The Retirement Solutions Specialist plays a vital role in the delivery and execution of Retirement Solutions operations, ensuring efficient management of client service and platform operations while collaborating with various stakeholders.
Responsibilities
- Serve as a key point of contact for operational and service-related inquiries
- Support Retirement Plan Consultants (RPCs) and Advisors (RPAs) in servicing plan sponsors and participants
- Coordinate communication across advisors, clients, recordkeepers, and internal teams
- Manage team workflows, including shared inboxes and incoming requests, to meet service standards
- Oversee onboarding, conversion, and maintenance of retirement plan accounts
- Maintain accurate data across systems and ensure alignment between platforms
- Produce and distribute reporting while supporting billing processes and data accuracy
- Partner with internal teams and external vendors to resolve issues and improve service delivery
- Research, troubleshoot, and resolve operational challenges with a solutions-oriented approach
- Identify and implement process improvements, contributing to efficiency and scalability
- Lead or support projects, training efforts, and team initiatives while maintaining internal resources
Skills
- Bachelor's degree
- 1+ years of professional administrative experience, financial services preferred
- Proficiency in Microsoft Office and Windows-based systems
- Experience with CRM platforms, preferably Salesforce
Benefits
- An annual cash bonus
- A comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
- Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader
Company Overview