Retirement Service and Support Specialist

Location: Onsite in City of Taguig, Metro Manila, Philippines; overnight hours required.

Company

hirify.global is a financial services organization helping customers achieve financial freedom through retirement products, services, and support.

What you will do

• Support sales representatives and retirement plan participants with asset movement, asset gathering, and rollover transactions.
• Review rollover requests for compliance with plan provisions and Internal Revenue Code requirements.
• Handle operational and procedural inquiries from participants and financial advisors by telephone and email.
• Process trade requests, research transaction status, coordinate with back-office teams, and communicate updates.
• Educate customers about retirement products, distribution options, and potential tax implications.
• Manage high-volume interactions while delivering accurate, empathetic, and personalized service.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional experience.
• At least 2 years of experience in defined contribution recordkeeping or retirement plan administration.
• FINRA Series 6 and Series 63 registrations within established corporate timelines; FINRA fingerprinting is required.
• Working knowledge of IRAs, retirement investment products, qualified retirement plans, and distribution options.
• Working knowledge of Microsoft Windows, Microsoft Office, and PC-based file management.
• Fluent English and the ability to work overnight hours.

Nice to have

• Experience in high-volume customer service or financial services environments.
• Knowledge of brokerage services, mutual funds, pension rules, and retirement plan regulations.
• Experience with retirement plan operations, relationship management, consulting, or needs assessment.
• Ability to learn products, processes, regulations, and technical information independently.

Culture & Benefits

• Flexible work environment and fluid career paths.
• Opportunities for internal mobility and career growth.
• Focus on purpose, well-being, work-life balance, and an inclusive environment.
• Volunteer opportunities supporting community causes.