Administrative Customer Service

Trinity Pension Consultants•Copley Township, OH

About The Position

If you enjoy providing excellent customer service, following detailed processes and are looking for a rewarding career with a growing company, Trinity Pension Consultants might be the right place for you! Who We Are: Trinity Pension Consultants, Inc., is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering highly effective administration and compliance solution for their employer sponsored retirement plan.

Requirements

Dedicated to keeping clients is a must!
Able to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
Able to learn, apply and explain new technical knowledge in a simplified manner.
An outstanding communicator and possess intermediate computer/software skills.
An individual who demonstrates trustworthiness, adaptability and responsiveness.
Residence in or willing to relocate to Northeast Ohio.
Well-developed verbal and written communication and listening skills.
Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
Demonstrated attention to detail and accuracy; multi-tasking and prioritizing skills.
Discipline and drive to stay focused and motivated with limited supervision.
Ability to work in a team environment as well as independently.
Willingness and ability to complete ASPPA’s Retirement Plan Fundamentals 1 and 2 courses.

Nice To Haves

Prior experience with qualified retirement plans, preferred.
Bachelor’s Degree in related field, preferred.

Responsibilities

Communicating and coordinating with customers and stakeholders regarding distribution requests in an accurate, timely, professional and courteous manner.
Reading, interpreting, and applying regulations and legal documents; staying current on changing regulations.
Utilizing math skills to run various calculations.
Ensuring timely processing of transactions.
Becoming an expert in Trinity’s systems, processes, procedures, service standards, and qualified plan distribution options.
Accurately billing for participant distributions.
Assisting with cross-departmental functions as needed.
Assisting with various operational projects as deemed necessary by supervisor.
As a member of Trinity Pension Consultants, all employees are responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.