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Part-Time Retirement Plan Services Pro

The Joseph Group Capital Management

The Joseph Group in Ohio is seeking a Retirement Plan Services Representative to support the Manager and Relationship Manager with client interactions, scheduling on-site visits or Zoom meetings, and helping with education sessions. The role offers a flexible part-time schedule with 20-25 hours in the office each week and potential growth into a full-time position. You will maintain CRM systems, assist with due diligence data, enroll plan participants, and help resolve client inquiries. #J-18808-Ljbffr The Joseph Group Capital Management

Vacancy posted 4 days ago
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