What are the responsibilities and job description for the Retirement Specialist position at Veterans Sourcing Group?
REQUIREMENT DETAILS
Job Title: Retirement Services Specialist
Location: Columbus, OH- Onsite
Pay Rate: $22/hr on W2
Duration: 6-month contract with Possible extension
Position Summary:
- The team responds to a variety of inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement tax.
- The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
- Establish and maintain effective relationships in order to deliver world class service to our clients.
- Handle incoming phone calls from financial advisors and branch employees related to Retirement Services.
- Utilize various internal and external resources and tools to provide information and resolve issues.
- Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
- Meet team and department service goals as established by MSSN management.
Skills required:
- Attention to detail
- Ability to multi-task and manage time effectively
- Ability to establish and maintain positive client relationships
- Ability to diagnose and solve problems creatively
- Ability to recognize and diffuse potential issues and/or difficult interactions
- Excellent communication (written and oral) and listening skills
- Desire and ability to learn quickly and apply knowledge to various situations
- Bachelor’s degree or minimum 2 years financial industry experience
Skills desired:
- Experience related to retirement products preferred, but not required
- Current or past Series 7 preferred, but not required
- Bachelor’s degree preferred
Job Type: Contract
Pay: $22.00 per hour
Expected hours: 40 per week
Benefits:
- Health insurance
Ability to Commute:
- Columbus, OH 43219 (Preferred)
Work Location: In person
Salary : $22
