Location
Southfield
Job Type
Full-time
Posted
July 04, 2026
Job Description
Description
IMPORTANT- Candidates local to Southfield, Michigan, Memphis, Tennessee or St. Petersburg, FL only
There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days in office 2 days WFH after training RJ will provide a laptop
Job Summary: This person will be responsible for supporting the Retirement Plan Services department with Raymond James. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).
Job Duties: Answers and responds to email inquiries regarding issues Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements In...
IMPORTANT- Candidates local to Southfield, Michigan, Memphis, Tennessee or St. Petersburg, FL only
There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount. 8 Weeks of Training on-site and hybrid schedule of 3 days in office 2 days WFH after training RJ will provide a laptop
Job Summary: This person will be responsible for supporting the Retirement Plan Services department with Raymond James. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).
Job Duties: Answers and responds to email inquiries regarding issues Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements In...