Lenmar Consulting Inc · 1 day ago
Entry-Level Financial Operations Analyst
Lenmar Consulting Inc is seeking a Retirement Operations Analyst to support IRA and retirement account inquiries for financial advisors and branch employees. This role is client-service focused within a brokerage environment, handling retirement products, contributions, distributions, and related processes.
Responsibilities
Handle inbound calls related to retirement services
Research and resolve account and process inquiries
Route requests and escalate issues as needed
Meet service and quality goals
Qualification
Required
Bachelor's degree or 2+ years in financial services
Strong communication, multitasking, and problem-solving skills
Interest in retirement services or brokerage operations
Preferred
Series 7 or retirement experience a plus (not required)
Company
Lenmar Consulting Inc
Established in 1998, Lenmar’s Professional Services (Contingent/SOW Staffing & Managed Services) provides highly-skilled financial services professionals (contract/contract-to-hire/permanent) and helps clients to keep or bring back challenging projects in-house by bridging the technology and domain skills gap.
H1B Sponsorship
Lenmar Consulting Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (10)
2023 (8)
2022 (14)
2021 (16)
2020 (33)
Funding
Current Stage
Late StageCompany data provided by crunchbase