Retirement Plan Services Associate

Contract – 6 months+

Pay rate – 23 / h

There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.

8 Weeks of Training on-site and hybrid schedule of 3 days WFH 2 days on-site after training

Job Summary :

Responsible for supporting the Retirement Plan Services department. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and death certificates (will rarely need to answer the phone, if at all).

Job Duties :

Answers and responds to email inquiries regarding issues

Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates

Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements Interprets rules and regulations by applying retirement plan knowledge

Conducts audits of account activity to ensure transactions meet regulatory compliance

Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution

Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training

Communicates, researches and resolves issues with other internal departments

Reviews daily reports of individual productivity to evaluate personal performance

Work Schedule :

The worker can choose either 8 : 30am-5 : 30pm or 9am-6pm

Interview Information :

Interviews will likely be conducted over Zoom

Skills : Must Haves

At least 2 years of recent experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience, must be able to quickly learn the basics within the retirement planning industry.

Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred

Experience working in a call center environment preferred

Strong data entry skills with a high attention to detail.

Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times Professional demeanor

Ability to navigate through several different systems at once, using a dual monitors

Proficient with Microsoft Office Suite- Excel, Outlook, Word Quick learner / ability to learn and apply different processes simultaneously

Proven reliability - zero to minimal issues with attendance or tardiness.

Education : Minimum of a High School Diploma / GED completed, Bachelor's Degree is highly preferred