Our Focus: Financial Services
We connect the right people with the right positions throughout the financial community.
Tap our resources.
They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.
Independent full-service clearing/settlement firm seeks an experienced
professional to manage the Retirement Department providing expertise in all
aspects of retirement/qualified plans:
Contribution eligibility requirements, plan/account establishment,
rollovers/transfers, distributions and beneficiary options/transactions
Thorough knowledge of ERISA/applicable regulations
Manager error resolution/penalties/reporting as well as personnel
Develop metrics to report departmental volumes/service levels
Certified IRA Professional (CIP) or equivalent
FINRA Series 7 and Series 24 or ability to achieve within 6 months
Tax experience a plus
Prior management experience preferred