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Entry Level Remote Retirement Jobs in Chicago, IL

Hayes Financial Talent Group

Be Seen First

Entry Level Financial Professional

Chicago, IL · Remote

$95K - $575K/yr

... wealth, retirement certainty and increased net worth. We do more than just provide financial ... The work is remote (flexible schedule part/full-time) in the immense and lucrative financial ...

Quanta Services

Power Up Academy 2026 Graduates

Chicago, IL · On-site +1

$19 - $23/hr

We offer a wide array of entry-level positions within our organization. Departments include, but ... Understanding of remote communication software. * Ability to come up to speed quickly on in-process ...

All JobsRetirement JobsEntry Level Remote Retirement JobsEntry Level Remote Retirement Jobs in Chicago, IL

Entry Level Remote Retirement information

What is the difference between Entry Level Remote Retirement vs Entry Level Remote Customer Service Representative?

AspectEntry Level Remote RetirementEntry Level Remote Customer Service Representative
Required CredentialsHigh school diploma or equivalent; basic financial knowledgeHigh school diploma or equivalent; communication skills
Work EnvironmentHome-based, flexible hours, financial institutionsHome-based, flexible hours, various industries
Employer & Industry UsageFinancial services, retirement planning firmsRetail, telecom, e-commerce, and service sectors
Common Search & ComparisonOften compared for entry-level remote finance rolesOften compared for customer support roles

Entry Level Remote Retirement roles focus on assisting clients with retirement planning and financial advice, requiring basic financial knowledge. In contrast, Entry Level Remote Customer Service Representative positions involve handling customer inquiries across various industries, emphasizing communication skills. Both roles are remote, entry-level, and flexible, but serve different industry needs and skill sets.

What are some common challenges faced by entry-level professionals working remotely in retirement services, and how can they overcome them?

Entry-level remote professionals in retirement services often encounter challenges such as understanding complex retirement plans, communicating effectively with clients and team members virtually, and managing time across different projects. To overcome these, it's helpful to take advantage of onboarding resources, seek mentorship from experienced colleagues, and use collaboration tools to stay connected. Continuous learning about retirement products and regulations, along with proactive communication, can help new hires build confidence and deliver excellent service.

What are entry level remote retirement jobs?

Entry level remote retirement jobs are positions that require minimal prior experience and are suitable for individuals who want to work from home, either full-time or part-time, as they approach or enjoy retirement. These jobs often include roles in customer service, data entry, virtual assistance, and online tutoring. They are designed to provide flexible work options that allow retirees to supplement their income, stay engaged, and maintain a work-life balance while working remotely.

What are the key skills and qualifications needed to thrive as an entry level remote retirement specialist?

To thrive as an Entry Level Remote Retirement Specialist, you need a solid understanding of retirement plan basics, financial principles, and customer service, often supported by a bachelor's degree or relevant experience. Familiarity with retirement planning software, CRM systems, and possibly FINRA Series 6 or 63 certifications is valuable. Strong communication, attention to detail, and the ability to work independently make candidates stand out in remote environments. These skills and qualities ensure accurate plan management, regulatory compliance, and excellent client service while working remotely.
What are the most commonly searched types of Remote Retirement jobs in Chicago, IL? The most popular types of Remote Retirement jobs in Chicago, IL are:
What are popular job titles related to Entry Level Remote Retirement jobs in Chicago, IL? For Entry Level Remote Retirement jobs in Chicago, IL, the most frequently searched job titles are:
What job categories do people searching Entry Level Remote Retirement jobs in Chicago, IL look for? The top searched job categories for Entry Level Remote Retirement jobs in Chicago, IL are:
Entry Level Remote Retirement jobs near you
Infographic showing various Entry Level Remote Retirement job openings in Chicago, IL as of July 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution.

Retirement Plan Associate

Miller Cooper & Co., Ltd.

Chicago, IL • On-site, Remote

$23.50/hr

Other

Re-posted 2 days ago

Job description

Retirement Plan Associate (Entry Level)Alliance Pension Consultants, LLC

Hybrid | Full-Time

What You Will Be Doing:

The Retirement Plan Associate is responsible for processing client-provided files, including census updates, employee contributions and loan payments.  Additional duties include distribution processing, loan initiation, statement production, data entry and preparation, assembly of reports and administrator support.  This entrylevel role is ideal for someone looking to start a career in the retirement plan industry.

In this role, you will collaborate with internal teams on the day-to-day maintenance of retirement plans. You’ll learn retirement plan procedures, payroll processing and withdrawal processing.

Key Responsibilities:Payroll Processing
  • Processing client-provided data files.
  • Process and allocate deposits pursuant to participant elections.
  • Verify that payroll file matches deposit amounts received.
  • Monitor trust accounts for timely receipt of deposits.
Withdrawal/Loan Requests
  • Confirm withdrawal type requested is available to the participant.
  • Review received paperwork for completeness.
  • Verify proper state and federal withholding is applied.
  • Request payment timely.
  • Prepare and review loan packages.
Ongoing Administrator Support
  • Assist with quarterly participant statement production.
  • Reconcile employee census data.
  • Reconcile trust cash accounts.
  • Gather documentation for plan audits.
Our Ideal Candidate Has:Education
  • Bachelor’s degree is required. (Business, Finance, Economics, Math, or related fields are a plus.)
Skills
  • Ability to work in a team environment.
  • Proficiency in Microsoft Excel (basic formulas, spreadsheet navigation).
  • Strong verbal and written communication skills.
  • High attention to detail and accuracy.
  • Ability to manage multiple tasks and deadlines.
  • Curiosity, eagerness to learn, and comfort working in a fast-paced environment.
Additional Information
  • Salary Range: $23.50 per hour
    Final compensation depends on experience, education, skills, and internal equity.
  • Location: Primarily remote with occasional onsite requirements at office locations including Chicago, Deerfield and Downers Grove, IL.
  • Training: Full training provided with opportunities for growth into Plan Administration roles.

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