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Job description
Opportunity for extension or conversion to FTE
Pay rate - 23/h on W2
Job Summary:
This person will be 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 some phone work will be required based on potential.
Answers and responds to email inquiries regarding issues
Processes forms and performs basic transactions, such as handling roll overs and internal transfers
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:
8:30 AM- 5:00 PM local time
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 they are a recent graduate, they 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
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.
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
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Worksite address
southfield, MI, 48076, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.