Retirement Plan Services Coordinator

A leading financial institution in New York City seeks a Retirement Plan Assistant to support the Retirement Plan Services team. You will serve as the primary contact for client support, managing communications and data updates. Responsibilities include assisting with reports, overseeing CRM data, and coordinating webinars. Ideal candidates will possess strong communication skills and proficiency in Microsoft Office, with a minimum of 2 years’ experience in financial services. A high school diploma is required, while an undergraduate degree is preferred. #J-18808-Ljbffr