About this role
Retirement Plan Specialist at Focus Financial Partners. Location: St. Louis or Chicago or Denver or Fort Collins. Role: processing requests, coordinating meetings, maintaining files Requirements: Bachelor's degree or equivalent experience, Series 65 within 120 days, retirement-plan experience with recordkeepers/TPAs required, strong communication, analytic and client-service skills, proficiency with Microsoft Office and CRM. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Salesforce CRM, RPAG Commitment: Full Time Workplace: Hybrid Languages: English