Retirement Plan Services Associate

Contract to hire (conversion to permanent is contingent on attendance and performance)

Job Title: Retirement Plan Services Associate

Pay: $22.50 per hour, full-time hours, health benefits

Fully on site

Must pass the an alpha-numeric data entry assessment

8 Weeks of Training

Job Summary:

This person will be responsible for supporting the Retirement Plan Services department with the client. 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:

Choice between: 8:30am-5:30pm or 9am-6pm

Interview Information:

Interviews will likely be conducted over Zoom

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 is preferred. If a recent graduate, 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.
• Must pass the an alpha-numeric data entry assessment. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role.
• 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 with current or previous employers. Please ensure screen this out with candidate references. The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season.

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

Required Skills:

ALPHA-NUMERIC

ALPHA-NUMERIC DATA ENTRY

AUDITS

DATA ENTRY

FINANCE

Additional Skills:

FINANCIAL SERVICES

MICROSOFT OFFICE

NUMERIC DATA ENTRY

REGULATORY COMPLIANCE

TRAINING

AUDIT

EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS

Languages:

English

Read

Write

Speak

Minimum Degree Required: Completed High School (Diploma or GED)

Patents: No

Publications: No

Veteran Status: No

# of Positions: 1