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Retirement Operations Clerk – Hybrid / Waltham, MA
Our client, a financial services organization, is seeking a Retirement Operations Clerk to support day-to-day operational and transaction processing activities. This role involves handling financial transactions, maintaining accurate records, and working with internal teams to ensure timely and accurate processing in a fast-paced environment.
Responsibilities
- Process and review financial transactions and account requests
- Maintain accurate records and supporting documentation
- Respond to inquiries and assist with issue resolution
- Collaborate with internal teams to support operational processes
- Participate in process improvement initiatives and special projects
- Provide high-quality customer service and administrative support
Qualifications
- 1+ years of experience in banking, finance, accounting, or operations preferred
- Bachelor’s degree in Finance, Accounting, Business, or related field preferred
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