
Retirement Operations Clerk
Beacon Hill · Commercial & Professional Services
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Job Description:
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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
FT1474009AM_1790271376
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