About Us. We specialize in 401(k) & TSP rollovers, IRAs and Annuities. Responsibilities. Compile, verify, record and process forms and documents. Key in, edit, proofread and finalize documents. Maintain and prepare reports. Photocopy documents for distribution, mailing and filing. Provide general information to clients and public. Respond to telephone, in person or electronic enquiries. Send and receive messages and documents. Sort, process and v...
