Focus Partners is a wealth management organization that provides a comprehensive range of services to support clients at every stage of life. The Retirement Solutions Specialist (RSS) plays a central role in managing client service and operations related to retirement plans, ensuring efficient communication and servicing of accounts.
Responsibilities
- Serve as a key point of contact for operational and service-related inquiries
- Support Retirement Plan Consultants (RPCs) and Advisors (RPAs) in servicing plan sponsors and participants
- Coordinate communication across advisors, clients, recordkeepers, and internal teams
- Manage team workflows, including shared inboxes and incoming requests, to meet service standards
- Oversee onboarding, conversion, and maintenance of retirement plan accounts
- Maintain accurate data across systems and ensure alignment between platforms
- Produce and distribute reporting while supporting billing processes and data accuracy
- Partner with internal teams and external vendors to resolve issues and improve service delivery
- Research, troubleshoot, and resolve operational challenges with a solutions-oriented approach
- Identify and implement process improvements, contributing to efficiency and scalability
- Lead or support projects, training efforts, and team initiatives while maintaining internal resources
Skills
- Bachelor's degree
- 1+ years of professional administrative experience, financial services preferred
- Proficiency in Microsoft Office and Windows-based systems
- Experience with CRM platforms, preferably Salesforce
Benefits
- Annual cash bonus
- Medical
- Dental
- Vision
- Life insurance
- 401(k)
- Flexibility to work a hybrid schedule
- 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader
Company Overview
Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. It was founded in 1986, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is http://thecolonygroup.com.