Senior Retirement Support Specialist (Remote Options)

A financial institution in Santa Ana is seeking a Retirement Support Representative III. This role involves providing essential service to members regarding retirement account inquiries, supporting advisors in planning, and managing various administrative tasks. Candidates should have a high school diploma and 3-5 years of relevant experience. Knowledge of investment and retirement products, along with strong communication skills, is essential for success in this position. This opportunity offers a collaborative environment dedicated to inclusivity. #J-18808-Ljbffr