Operations Specialist, Retirement Services

Operations Specialist, Retirement Services

Location: Tempe, AZ
Type: Contract
Pay: 19.00 - 21.00 USD per Hour

“The difference between something good and something great is attention to detail” * Is that your kind of mantra? Do you also have operations or processing experience in the brokerage, banking, or financial services industries? Let’s talk about customer service – we are looking for someone who will provide premier, out of the box service to clients.  If this sounds like you, keep reading… 

PEG is representing a leader in the financial industry who needs a REMOTE Operations Specialist to work on a long-term (6 months) contract assignment. Does saving money on gas AND having a great job sound appealing? 

What You’ll Do:  

  • You’ll share what you know with the team (including your ideas), solve problems, identify processes to improve, and use the company’s resources to make process improvements happen 

  • As an Operations Specialist you’ll process routine and non-routine activities/transactions (accuracy and attention to detail are critical here!) 

  • You’ll need to use good judgment – you’ll be verifying documents and making adjustments to client and/or the firm’s accounts as it relates to exceptions and corrections 

  • Communicating well with your associates and vendors is a must! 

  • You will process disbursements or payments when you are given specific instructions and document your work thoroughly as an Operations Specialist  

To Be Successful, It'll Help If You Have:  

  • 1 year plus of office, processing, or operations support in brokerage, banking, or financial services (Series 99 license a Plus) 

  • An eye for detail and an eagerness to learn new stuff  

  • We’re looking for team players with time management skills (no jerks allowed!)  

  • Customer service and solution-driven mindset. (Exceeding expectations all day long)  

  • Education: High School Diploma or equivalent. College degree a plus  

Your Benefits:  

  • Medical  

  • Dental  

  • Vision  

Why This May Not Be For You:  

  • You’ve been dreaming of being contained in a cubicle next to coworkers who chew too loud. Sorry, this role is fully remote.  

  • You’re not familiar with the banking industry, processing transactions and reports, or working with details. That is the job, after all.  

  • “Best Places to Work For” is just not your cup of tea. You prefer a boiling pot of “I hate this” every morning.  

  • You don’t manage time well or enjoy being part of a supportive team. Around here, we love getting things done and helping each other out.  


PEG Staffing & Recruiting:  

PEG™ Staffing & Recruiting, Inc. (PEG) is a certified woman-owned full-service staffing agency headquartered in St. Louis, Missouri. We’re known for keeping the staffing industry on its toes with our energetic (and sometimes relentless) commitment to matching companies and candidates to their better halves! Plus, we’re pretty cool to work for, too.  

For basically forever (we’ll let you count the decades) we have been a leader in successfully connecting businesses to superior, advanced, rockstar-level talent in the office administrative, accounting, technology, engineering, manufacturing, and distribution industries.  


As champions for everyone, we are proud to be an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.  

Feel like this job is “close, but no cigar” and you really want the cigar? Well, we don’t have cigars, but we’re determined to connect you to a role you’ll love. Send us your resume or check out what we have to offer at www.pegstaff.com.  

*Charles R Swindoll 


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At the heart of PEG

Relationships are at the core of everything we do. At PEG, we get to know our clients and job seekers, so we can understand where you’re coming from, anticipate your needs, and find the best, personalized solution for you.