Account Specialist - Retirement

GuideStone Financial Resources•Dallas, TX

7d•Hybrid

About The Position

The Account Specialist - Retirement provides customer service to plan sponsors and participants by analyzing, interpreting, and processing a wide range of inquiries and transactions. The role administers GuideStone employer-sponsored retirement plans in compliance with IRS regulations and Department of Labor requirements, while maintaining the integrity and security of confidential personal and financial data in a complex recordkeeping system and related applications. The Specialist also maintains and updates departmental communications, procedures, manuals, forms, and business recovery documents; coordinates with Brand Management, Legal, and Compliance; monitors daily workflow; and supports Retirement Customer Solutions with overflow calls as needed. The role may involve overtime as required, and other duties may be assigned.

Requirements

Bachelor’s degree or equivalent work experience.
Proficiency with PC skills, MS Office, and applicable GuideStone applications.
Ability to understand and interpret plan documents, policies, procedures, legal requirements, and retirement plan concepts.
Strong analytical skills and independent decision-making ability.
Strong verbal and written communication skills.
Strong attention to detail.
Good organizational and planning skills.
Ability to maintain high customer service standards, communicate professionally in adverse circumstances, and resolve customer complaints and issues.
Ability to adapt to a changing environment and handle stress effectively.
Ability to understand a daily valuation environment, including calculating shares, dividends, capital gains, and earnings.
Knowledge of GuideStone-specific employer-sponsored retirement plans, IRAs, and personal investments.
Familiarity with the broader employer-sponsored retirement plan industry.
Ability to complete tasks, projects, and research as delegated by management.
Basic knowledge of tax reporting for distributions, cash withdrawals, or loan defaults.
Ability to work comfortably and interact professionally in a team environment.
Integrity and strict confidentiality regarding GuideStone business matters.

Responsibilities

Process financial transactions that may have significant financial impact and risk for participants, employers, and GuideStone.
Communicate with plan sponsors and participants while providing strong customer service and retirement plan financial education.
Learn and use GuideStone’s recordkeeping system, customer information system, and other supporting applications.
Analyze, research, manage, and process participant and employer requests while protecting confidential account data.
Verify required documentation before processing transactions, including reviewing legal documents to confirm authority.
Assist the Retirement Customer Solutions department with overflow calls as needed.
Serve as a reliable resource for GuideStone employees and stakeholders.
Analyze corrective or alternative actions to resolve plan operational failures.
Perform quality control by verifying transactions processed by peers.
Update departmental communication material and work with Brand Management on manuals and other documents.
Review departmental procedures and suggest content and processing updates.
Collaborate with Legal and Compliance to ensure policies and procedures reflect applicable regulations.
Prepare and organize information for applications, communications, and procedures using strong grammar and business writing practices.
Maintain the Retirement Services SharePoint site, business recovery documents, letters, forms, and administration manuals.
Communicate changes to printed material and procedures that may affect other departments.
Serve as a resource across GuideStone for Retirement Services communication material.
Prioritize and monitor daily tasks and workflow.
Work overtime as required and perform other assigned duties.