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29Mar

Retirement Services Specialist

Honkamp Krueger Financial Services, Inc, Dubuque, IA

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2016) is seeking a retirement services specialist to provide administrative support to the retirement planning department.

Key responsibilities:

  • Handle daily retirement plan distribution and loan functions
  • Support the client invoice function 
  • Handle posting, reporting and maintenance related to the recordkeeping system
  • Reconcile the custodial account to the recordkeepign system

The ideal candidate:

We're interested in organized individuals who are committed to providing excellent customer service and internal support.

This role requires:

  • Associate degree or equivalent position related experience
  • Excellent communication skills
  • Strong computer skills

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401k Plan. Our benefits package also includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg.

EOE

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Job Details

Req Num --
ID 634048
Location
Dubuque, IA
Positions 1
Type
--
Status
--
Pay --
Categories
Banking/Mortgage/Financial Services
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Holidays

Preferred Candidates

Years of Experience --
Education --

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