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Retirement specialist vs finance specialist

The differences between retirement specialists and finance specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance specialist has an average salary of $61,666, which is higher than the $40,474 average annual salary of a retirement specialist.

The top three skills for a retirement specialist include life insurance, HR and recordkeeping. The most important skills for a finance specialist are customer service, phone calls, and cash handling.

Retirement specialist vs finance specialist overview

Retirement SpecialistFinance Specialist
Yearly salary$40,474$61,666
Hourly rate$19.46$29.65
Growth rate7%10%
Number of jobs24,91697,216
Job satisfaction--
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 62%
Average age4543
Years of experience6-

What does a retirement specialist do?

A retirement specialist is responsible for designing and implementing retirement packages such as benefits, savings, profit sharing, and pensions to the employees of a certain company. They work together with the human resource department to ensure that all retirees can access their benefits and pensions. Their duties and responsibilities include explaining the different retirement packages to the potential beneficiaries and working with HR to resolve any issues.

What does a finance specialist do?

A financial or finance specialist is the person who sells products and services at financial institutions. Finance specialists are financial professionals who use knowledge of accounting, tax laws, and finance for financial assistance. They may assist clients with corporate or personal finances. The primary skills they must have include interpersonal skills, formal accounting, excellent communication skills, management experience, and financial reporting. They should be equipped with vital customer service and analytical skills.

Retirement specialist vs finance specialist salary

Retirement specialists and finance specialists have different pay scales, as shown below.

Retirement SpecialistFinance Specialist
Average salary$40,474$61,666
Salary rangeBetween $29,000 And $56,000Between $37,000 And $100,000
Highest paying CityNewark, NJWashington, DC
Highest paying stateNew JerseyConnecticut
Best paying companyAmgenGoogle
Best paying industryFinanceFinance

Differences between retirement specialist and finance specialist education

There are a few differences between a retirement specialist and a finance specialist in terms of educational background:

Retirement SpecialistFinance Specialist
Most common degreeBachelor's Degree, 71%Bachelor's Degree, 62%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Retirement specialist vs finance specialist demographics

Here are the differences between retirement specialists' and finance specialists' demographics:

Retirement SpecialistFinance Specialist
Average age4543
Gender ratioMale, 52.0% Female, 48.0%Male, 42.1% Female, 57.9%
Race ratioBlack or African American, 10.8% Unknown, 3.6% Hispanic or Latino, 15.4% Asian, 7.7% White, 62.2% American Indian and Alaska Native, 0.3%Black or African American, 8.6% Unknown, 3.9% Hispanic or Latino, 9.6% Asian, 10.0% White, 67.6% American Indian and Alaska Native, 0.3%
LGBT Percentage9%4%

Differences between retirement specialist and finance specialist duties and responsibilities

Retirement specialist example responsibilities.

  • Manage and resolve participant escalations and requests from DOL.
  • Lead major initiatives in 3concurrent roles successfully manage affluent personal and business portfolio to proactively cross-sell additional products and services.
  • Review social security, Medicare, annuities and tax relate questions.
  • Process recalculations and payroll for retirees resuming their retirement benefits.
  • Utilize ASC and SRT recordkeeping systems.
  • Educate participants, clients and third party facilitators on various ERISA regulations and procedures.
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Finance specialist example responsibilities.

  • Lead lease of aircraft including analysis and coordination of treasury, legal, tax and insurance reviews.
  • Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
  • Ensure the highest standards of SOX compliance by conducting internal audits and annual SOX testing with external auditors.
  • Compare the closed month and calendar month reports in Hyperion.
  • Prepare work papers for annual audit and tax filings and coordinate with external CPA.
  • Prepare and audit coworker contract development of insurance provider contracts, SOX testing and publishing system wide contract updates.
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Retirement specialist vs finance specialist skills

Common retirement specialist skills
  • Life Insurance, 11%
  • HR, 10%
  • Recordkeeping, 8%
  • Payroll, 8%
  • Medicare, 7%
  • Financial Products, 6%
Common finance specialist skills
  • Customer Service, 23%
  • Phone Calls, 16%
  • Cash Handling, 10%
  • Customer Inquiries, 9%
  • Patients, 6%
  • Financial Reports, 6%

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