Retirement Rollover Specialist Jobs at Empower in Manila, Metro Manila
Welcome to our job portal, where Empower is offering exciting employment opportunities for the position of Retirement Rollover Specialist in the Manila area. We are currently seeking Full-time candidates.
We are looking for individuals who possess excellent skills and have relevant beginners/seniors in the field. Moreover, we highly value traits such as honesty, discipline, and accountability in our prospective employees.
As a company operating in the (according to the company) industry, we provide a wide range of professional opportunities. If you are interested in exploring a rewarding career path with Empower, we encourage you to submit your application directly through our website.
Join our growing team and embark on a fulfilling career journey with Empower. Don't miss out on the chance to be part of our dynamic work environment. Apply now and take the first step towards a bright future.
Job Information
| Company: | Empower |
| Position: | Retirement Rollover Specialist |
| Region: | Manila - Metro Manila, Metro Manila |
| Education: | Confidential |
| Job Type: | Full-time |
Job Description
We are seeking a Retirement Rollover Specialist to guide clients through IRA and 401(k) rollovers, process transfers, ensure IRS compliance, and coordinate with custodians and plan administrators. The role includes reviewing account paperwork, communicating clearly with clients, recommending tax-aware solutions, and maintaining accurate records.
- Responsibilities: manage rollovers and transfers, verify compliance, liaise with custodians and plan administrators, and document transactions.
- Qualifications: 2+ years’ experience with retirement accounts, solid knowledge of rollover rules and tax implications, strong attention to detail, and excellent interpersonal skills.
- Preferred: certification in retirement planning and proficiency with financial systems. Competitive salary and professional development opportunities offered.
Benefit
- Professional networking opportunities
- Work-life balance
- Professional training
- Recognition and performance awards
- Skill development
- Collaborative work environment
- Valuable work experience
- Access to the latest technology
- Opportunities for promotion
- Opportunities to contribute to business growth
Application Requirements
- Willing to Be Placed in the Designated Work Location
- Minimum Education of High School Diploma
- Good Communication Skills
- Physically and Mentally Healthy
- Minimum Age of 18 Years
- Able to Work Under Pressure
- Experience in the Related Field (Preferred)
- No Criminal Record
- Able to Work in a Team
Company address
| Province | Metro Manila |
| City | Manila |
| Google Map | Google Map |
Job Application Information
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