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Retirement Services Specialist: Client Growth & Compliance

BankPlus

BankPlus is looking for a Wealth & Fiduciary Officer I in Jackson, Mississippi. The role involves assisting the Retirement Services Manager in maintaining and expanding client relationships, opening new accounts, and handling administrative functions. Candidates should have a Bachelor's degree and at least five years of relevant experience in Accounting, Finance, or Investment Management. Strong verbal communication skills and proficiency in Microsoft Office are essential. The position offers opportunities to manage client service processes and regulatory adherence. #J-18808-Ljbffr

Vacancy posted 3 days ago
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