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 verify forms and documents

Education

• High School Diploma (or equivalent)
• Post Secondary Education

Qualifications

• Background Check
• References
• Driver's License & transportation

Skills

• Basic computer skills
• Excellent communication skills
• Great attention to detail
• Knowledge of major software
• Solves problems effectively
• Well organized
• Works well in a team

Compensation
$45-50k per year
Position Type
Full-Time
Benefits
Performance bonus available after 90 days.
Employer pays half of health insurance after 90 days.