Retirement Specialist
Imagine Financial Group
Job Description
Job Description
Job Overview
We are seeking a proactive and detail-oriented Retirement Specialist to manage client accounts with a specialized focus on retirement plans and self-directed accounts. In this role, you will be responsible for overseeing account transfers, monitoring transaction statuses, and maintaining clear, consistent communication with clients regarding their account updates. If you possess strong expertise in self-directed IRAs and retirement account processing alongside exceptional client service skills, we welcome your application.
Key Responsibilities
- Oversee the daily administration and processing of retirement accounts and self-directed investment accounts.
- Initiate, track, and complete account transfers, proactively resolving any delays or discrepancies with custodians and institutions.
- Maintain regular, clear communication with clients and advisors, delivering timely status updates on transfers and account activities.
- Perform routine account reviews, ensure proper documentation, and verify that all transactions comply with applicable legal and regulatory standards.
- Collaborate with internal operations and legal teams to streamline onboarding and ongoing account maintenance processes.
- Answer client inquiries regarding self-directed account capabilities, eligible asset transfers, and operational procedures.
Qualifications & Requirements
- Experience: Proven track record in trust administration, wealth management, or financial services, with direct experience handling retirement accounts and self-directed IRAs/accounts.
- Transfer Expertise: Strong familiarity with ACATS, custodian-to-custodian transfers, and rollover processes.
- Communication Skills: Excellent written and verbal communication skills with a strong client-first mindset for delivering accurate, regular status updates.
- Attention to Detail: High level of precision in managing complex financial documentation, compliance requirements, and account tracking.
- Technical Proficiency: Experience navigating financial account management software and reporting tools
Work Location: In person
Vacancy posted 20 days ago
Similar jobs that could be interesting for youBased on the Retirement Specialist in Las Vegas, NV vacancy
$29.81 - $31.25 per hour
...timePosted: 2026-10-29Job Summary:The People & Culture (P&C) Specialist 1 position is responsible for delivering quality customer service... ...to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation...RetirementWork at officeRelocation packageBDO International
Las Vegas, NV5 days ago- ...Description Job Overview: As a Resident Experience Specialist , you will serve as a key point of contact for residents, board... ...count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued...RetirementLocal areaMonday to FridayWeekend workAfternoon shift
FirstService Residential
Las Vegas, NV5 days ago - ...Description Corporate EHS Specialist Department / Function:Environmental, Health & Safety (EHS) Employment Classification:Exempt... ...total rewards package inclusive of health and welfare and retirement benefits, as well as paid time off and holiday pay benefits....RetirementWork at office
Utilities Service Co Inc
Las Vegas, NV2 days ago - ...approved branch sites: Henderson. The Role As a Trading Specialist, you will support investors with a broad range of trading, investment... ..., numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of...RetirementFull timeRemote work
Fidelity Investments
Las Vegas, NV1 day ago $44.76k
...customizable health insurance plans for employee and dependents. Retirement Plan: Participants contribute 19.25% with 100% employer match... ..., children’s assessment andservice coordination with agency specialists). CSN student engagement; guidance, oversight, and feedback...RetirementFull timePart timeH1bLocal areaNevada System of Higher Education
North Las Vegas, NV3 days ago- ...Regional Safety Specialist | OmniCableThe Regional Safety Specialist is a hands-on integrator who bridges the gap between corporate safety... ...STD / LTD / AD&DHealth Savings & Dependent Care Accounts401k Retirement Savings Plan with competitive employer matchTuition...RetirementWork experience placement
Omni Cable
Las Vegas, NV1 day ago $83.2k
...days of their lives. Position Summary The Legal Intake Specialist is the firm's first point of contact with prospective personal... ...purchase Long-term & Short-term Disability coverage ~401(k) Retirement plan with employer match (available once eligible) ~ Supportive...RetirementTemporary workWork at officeWeekend workWeekday workShook and Stone
Las Vegas, NV3 days ago- ...and vision insurance, paid time off and generous holidays, a retirement plan, and professional development opportunities. Position Summary We are seeking a compassionate, detail-oriented Intake Specialist to serve as the first point of contact for seniors seeking legal...Retirement
- ...Forensic Specialist Position***This recruitment may close without further notice depending on the number of applications received. Applicants... ...of sick leave each year.Holidays: 12 paid holidays per year.Retirement: Participation in the Nevada Public Employees Retirement...RetirementFull timeTraineeshipWork experience placementImmediate startShift work
State of Nevada ([nv.gov](https://nv.gov/))
Las Vegas, NV2 days ago $130k - $159k
...: 2026-11-02This OpportunityWSP is seeking a Project Controls Specialist to join their Project Controls team. This individual can sit in... ...related to medical, dental, vision, disability, and life; retirement savings; paid sick leave; paid vacation (or other personal time...RetirementFor contractorsLocal areaFlexible hoursWSP Group
Las Vegas, NV4 days ago$21.6 - $25 per hour
...goals and targets.About This JobAxos is seeking a Repossession Specialist who will be responsible for managing the end-to-end... ...a year)HSA or FSA account and other voluntary benefits401(k) Retirement Saving Plan with Employer Match Program and 529 Savings PlanEmployee...RetirementWork at officeLocal areaAxos Business Center
Las Vegas, NV1 day ago$18.17 - $27.31 per hour
...team. We're looking for a detail-oriented Roadside Event Specialist II to join our team at Cox Automotive Fleet. In this... ...multiple options for individuals and families. Generous 401(k) retirement plans with company match. Professional development and continuing...RetirementHourly payWork at officeRemote workFlexible hoursCox Enterprises
Las Vegas, NV4 days ago$80k - $100k
...of $80,000 – $100,000 annually, commensurate with experience. Additional benefits include a comprehensive healthcare package, a retirement savings plan with employer contributions, generous paid time off (PTO) and holiday pay, professional liability insurance coverage...RetirementFull timeWork at officeImmediate startRemote workMonday to FridayForesight Behavioral Health Center
North Las Vegas, NV3 days ago- ...standard Navy Active and/or Reserve policies for this type of role, including basic pay, allowances when eligible, health coverage, and retirement options. Exact entitlements, special pays, and service obligations depend on program, component, years of service, and current...RetirementApprenticeshipNight shift
U.S. Navy
North Las Vegas, NV2 days ago - ...Trading Specialist Fidelity will not provide immigration sponsorship for this position. To be eligible for consideration of this role... ..., numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of...RetirementRemote jobFull time
$51 - $90 per hour
...for 4 weeks. For those that join the team, we offer competitive compensation and benefits including medical, dental, vision, and retirement. Check out all we have to offer and how you can become part of the Horizontal Talent Team. The pay range for this role is $51 - $...RetirementHourly payLocal area$22 - $28 per hour
...build our future. We currently have an opening for an Intake Specialist in our Las Vegas office. Essential Duties And Responsibilities... ...insurance Health savings account Life insurance Paid time off Retirement plan Vision insurance Schedule 8 hour shift Day shift Monday to...RetirementHourly payFull timeWork at officeMonday to FridayFlexible hoursShift workDay shift- ...fostering a positive and inclusive workplace culture. Our associates can count on competitive salaries, top-tier medical, dental, and retirement benefits, career training, and support for continued professional development. Job Description: 7:30AM-4:00PM IN-OFFICE POSITION...RetirementWork at officeLocal area
- ...everyone belongs and is inspired to do their best work. As a Specialist, you build brand loyalty and create owners of Apple products and... ...benefits including comprehensive medical and dental coverage, retirement benefits, a range of discounted products and free services,...RetirementPart timeSeasonal workLocal areaRelocationNight shift
$36.36 per hour
...Airfield Management Specialist Amentum is looking for an Airfield Management Specialist in Las Vegas, NV. Knowledge of Air Force, DOD... ...dental, and vision insurance Paid time off and holidays Retirement benefits (including 401(k) matching) Educational...RetirementHourly payContract workWork at officeLocal areaNight shiftWeekend workDay shiftAfternoon shift$28.76 - $40.27 per hour
...want to join an organization that invests in you as a Child Life Specialist? At Sunrise Hospital, you come first. HCA Healthcare has... ...total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:...RetirementHourly payFull timeTemporary workPart timeInternshipFlexible hours- Job Description: Job Title: Employment Specialist Location: Nevada, Missouri Department: Employment Services Employment Type: Full Time... ...package: full-time employees receive health, dental, vision, retirement, life, & more Top-notch training: initial, ongoing, comprehensive...RetirementFull timeLocal areaFlexible hoursNight shiftAfternoon shift
$22 - $24 per hour
...happiest. Training - We’ll support you when you want to learn new skills or pay for conference or course tickets. Health Coverage & Retirement - Canada & US: We offer robust medical, dental, vision, disability and life insurance coverages and have a 4% match on...RetirementLocal areaRemote work$60k - $65k
Join 829’s thriving Paid Media team as a Paid Social Specialist. Continue your agency journey as you further develop your understanding... ...employment and financial literacy services provided through our retirement provider. Life Insurance Benefit. No-cost coverage to ensure...RetirementTemporary workSummer workWork at officeLocal areaRemote work$28.76 - $40.27 per hour
...range. Do you have the career opportunities as a Child Life Specialist PRN you want with your current employer? We have an exciting opportunity... ...-term disability coverage and leaves of absence Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to...RetirementHourly payDaily paidTemporary workReliefInternshipFlexible hoursShift workWeekend workAfternoon shift- ..., and preserve the planet.\"**What do our Innovation/Utility specialists do?**The primary purpose of this role is to perform the dynamic... ..., Disability, and Life Insurance plus much more**Savings and Retirement*** 401(k) retirement plan with company-matching contributions...RetirementFull timePart timeLocal areaImmediate startMonday to Friday
$45k - $62k
SAFY is seeking a full-time Licensing Specialist for our Las Vegas division in Nevada . As a Licensing Specialist, you will responsible... ...and Health Savings account options to meet your needs 401(k) Retirement plan with company match 10 paid holidays & up to 3 floating holidays...RetirementFull timePart timeWork experience placementWork at officeLocal areaFlexible hours$50k
...0 and a maximum of $300,000 Company-paid Short-Term Disability coverage, with the option to purchase Long-Term Disability 401(k) Retirement Savings Plan with 100% match on the first 5% you contribute, with immediate vesting Paid Time Off (PTO) and Sick Leave to support...RetirementTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift work$60k - $65k
...valued. Preferred Experience Certification in Orthopedic Clinical Specialist (OCS) or willingness to pursue this certification. Familiarity... ...benefits, including medical, dental, and vision coverage. Our retirement plan includes a 401(k) with employer matching to help secure...RetirementFull timeMonday to FridayTrue North Medical Institute
North Las Vegas, NV3 days ago- ...Pediatric Neurologist, Headache Specialist, Las Vegas, NV / Rank Dependent on Qualifications The University of Utah, an AA/EO employer... ...coverage throughout the Las Vegas region), exceptional retirement plans, and paid time off. A complete list of benefits can be viewed...RetirementH1bWork at officeWork visa
University of Utah
Las Vegas, NV3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Retirement Specialist. Be the first to apply!
Related searches
- cybersecurity specialist Las Vegas, NV
- gaming specialist Las Vegas, NV
- community relations specialist Las Vegas, NV
- creative specialist Las Vegas, NV
- transition specialist Las Vegas, NV
- cash posting specialist Las Vegas, NV
- fabrication specialist Las Vegas, NV
- total rewards specialist Las Vegas, NV
- legal specialist Las Vegas, NV
- international relations specialist Las Vegas, NV