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Part Time Retirement Operations Specialist Jobs (NOW HIRING)

We are hiring 2 part-time Operations Specialists. The Operations Specialist works in collaboration with the Vice President of Operations to provide accurate and verified information for the company.

We are hiring 2 part-time Operations Specialists. The Operations Specialist works in collaboration with the Vice President of Operations to provide accurate and verified information for the company.

Operations Specialist - Part Time REPORTS TO: Operations Supervisor FLSA: Part-Time Hourly/Non-Exempt BENEFITS: Sick Leave HOURLY RATE: $17.00 LEGENDS GLOBAL Legends Global brings a 360-degree, data ...

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Part Time Retirement Operations Specialist information

See salary details

$30.5K

$68.4K

$111K

How much do part time retirement operations specialist jobs pay per year?

As of Aug 9, 2026, the average yearly pay for part time retirement operations specialist in the United States is $68,426.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $81,500.00 per year, depending on experience, location, and employer.
What are the most commonly searched types of Retirement Operations Specialist jobs? The most popular types of Retirement Operations Specialist jobs are:

IRA Operations Specialist (Charlotte)

RETIREMENT CLEARINGHOUSE LLC

Charlotte, NC

$43K - $53K/yr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description


Position Title: IRA Operations Specialist
Location: Charlotte, NC
Category:

Shareholder Services/Operations


Exempt/Non-Exempt:

Exempt


Full Time/Part Time:

Full-Time


Job Description:

Job title:

IRA Operations Specialist- Hybrid Opportunity

This position will work in our Charlotte office every Tuesday. Candidates must reside in the Charlotte, NC area.

Company intro:

Retirement Clearinghouse was voted one of the top places to work by Charlotte Magazine in 2024 and 2025! When you join the team, you'll make a real difference and can learn, grow and make a positive impact every day. At Retirement Clearinghouse we are helping millions of Americans preserve their retirement savings. We use innovative technology and provide exceptional customer service to help participants make informed decisions about their retirement accounts without using high pressure sales pitches.

Job position description:

We are looking for an IRA Operations Specialist. The ideal candidate will:

  • Be responsible for the daily processing of lockbox exceptions for payments in RolloverHQ (This includes all lines of business: ARO, Assisted Roll-In, AP, and TSA funding).
  • Review and accurate processing of any participant-driven paperwork received
  • Under guidance of IRA Operations Specialist II or Manager, match funding exceptions to unfunded accounts on IRASmart.
  • Monitor Operations Request system for follow-up needed form IRA Operations team and coordinate obtaining the information for response.
  • Coordinate and retain correspondence to the participant’s record in IRA Smart and HQ, via Operations Request system.

Pay Range: $43,000- $53,000 annually

Shift: Monday - Friday. This position is required to be in the office every Tuesday and as needed.

Top benefits or perks:

As a team member at Retirement Clearinghouse, you’ll enjoy:

  • A culture that fosters a positive work life balance.
  • Hybrid work opportunities.
  • Competitive hourly rate with Bonus potential.
  • 18 days of Paid Time Off per year, 5 sick days per year, 3 Floating Holidays per year (actual time off is prorated the first year and is based upon date of hire)
  • Paid holidays
  • Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
  • 401k eligibility and 100% vesting with employer matching on day 1 of employment.
  • Professional Growth and Career Advancement Opportunities

Training is provided to all new hires to help you achieve your goals and ensure your success! Upon successful completion of the onsite training, candidates will be permitted to work remotely on the same terms and conditions as other employees in the position. Employees who wish to work onsite may do so in our state-of-the-art office!

Location:

Retirement Clearinghouse is in the Ayrsley area located in Charlotte, NC, the second largest banking center in the United States.


Salary Range:

$43-$53 annual


Shift:

Days


Work Schedule:

M-F Days


EOE Statement:

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.


Tags:

IRA, Mutual Fund, Banking, Hybrid, 401K, IRA Administrator, IRA Specialist


Division:

Retirement Clearinghouse LLC


Compensation details: 43000-53000 Yearly Salary


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