Facet (facet.com)
Rollover Specialist - Consultant(Remote)
Job Posted 21 Hours Ago
Be an Early Applicant
As a Rollover Specialist Consultant, you will manage rollover processes for clients, ensuring transactions are executed accurately. Your role involves direct member support, effective communication, and collaboration with financial planners and custodial partners. You will monitor rollover statuses, maintain records, and identify process improvements to enhance efficiency and satisfaction.
Facet is on the lookout for an Rollover Specialist Remote Consultant to join our growing team. As a key member of the operations team, you will play a vital role in streamlining and optimizing rollover processes for our clients. Facet places great importance on providing financial guidance that is accessible to everyone, and your contributions will help make that a reality.
In this role, you will be responsible for managing the rollover process from initiation through completion, ensuring that all transactions are executed smoothly and accurately. You will collaborate with financial planners, clients, and custodial partners to ensure compliance with regulations and best practices. If you have a passion for operational excellence and helping clients achieve their financial goals, we would love to hear from you.
Responsibilities:
- Provide direct member support to facilitate the seamless rollover of former employer-sponsored retirement plans (401k, 403b, 457, etc.) into Facet retirement accounts
- Communicate effectively with members to understand their needs and address any inquiries related to their account transfers.
- Work closely with members, custodians, and financial institutions to manage the rollover workflow and resolve any issues that arise.
- Monitor the status of rollovers and proactively update members on their progress.
- Maintain accurate records of transfer requests and member communications.
- Identify process improvements to enhance efficiency and member satisfaction.
- 2+ years of experience in operations, specifically related to retirement accounts and rollovers.
- Strong attention to detail and ability to manage multiple tasks effectively.
- Excellent communication and interpersonal skills.
- Proficiency in Excel and familiarity with data analysis tools.
- Knowledge of retirement plan regulations, including IRS guidelines for rollovers.
- Ability to work independently and as part of a team in a fast-paced environment.
- Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections. A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100. If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed.
- Contract 3+ months - 30-40 hours a week
- $30/hr-$35/hr 1099
- Work from anywhere in the US
Top Skills
Data Analysis Tools
Excel
Similar Jobs
Automotive • Greentech • HR Tech • Sales • Software
The Service Drive Consultant develops and maintains strong client relationships, conducts onsite audits, provides employee training, and ensures compliance within automotive dealerships. They leverage their industry knowledge to minimize risk and enhance profitability for clients by organizing visit schedules and assisting with compliance documentation.
Fintech • Real Estate • Software • Financial Services • PropTech
As a Default Servicing Specialist at Hometap, you will handle servicing for default investments through communication with homeowners, managing reports on properties, conducting due diligence on default events, and ensuring compliance with legal and investor guidelines. This role requires attention to detail, organizational skills, and the ability to work within deadlines in a team environment.
Fitness • Healthtech
The RCM Specialist at Neura Health will manage billing processes, invoicing, and patient payments, ensuring timely and accurate billing. Responsibilities include claim review, correcting data errors, collections, filing appeals for denials, and tracking payor error trends. Collaboration with leadership and clinical staff is essential for effective operations.
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
