Retirement Operations Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Lenmar Consulting Inc · 1 day ago

Retirement 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 client-service–focused role involves handling retirement products, contributions, distributions, and related processes.

Information Technology & Services
check
H1B Sponsor Likelynote
Hiring Manager
Marlen Vasquez
linkedin

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

Financial services experienceRetirement services knowledgeMultitaskingSeries 7 certificationCommunicationProblem-solving

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

twitter
company-logo
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 Stage
Company data provided by crunchbase