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Education & Plan Conversion Specialist (Retirement Plans) @ HUB International

Pasadena, Texas, USOnsiteFull-time
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About this role

Embrace the opportunity to become an Education & Plan Conversion Specialist, supporting retirement plan participants with expert training, plan conversions, and client communications. Leverage your experience in retirement plan administration and regulatory compliance to make a meaningful impact. Grow your career in a dynamic, client-focused environment with opportunities for professional development.. Category: Business Operations

Skills

retirement plan administrationplan conversion coordinationemployee educationfund change managementaudit supportcustomer serviceproject managementmicrosoft powerpointmicrosoft wordmicrosoft excelrecord-keeper coordinationtpa coordinationmeeting facilitationstakeholder management

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