Retirement Plan Services Associate

TEKsystems•Saint Petersburg, FL

2d•$23 - $23•Hybrid

About The Position

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 death certificates.

Requirements

Must score at least 5500 KPH w/ at least 85% accuracy on data entry assessment
2+ years of RECENT experience w/in financial services—ideally retirement planning industry OR Bachelor's degree in finance or related field and some professional work experience is preferred.
Call center experience/phone experience, preferred + strong professional demeanor (verbal/written)
MS Office Suite Experience
Minimum HS diploma, Bachelor's preferred

Responsibilities

Answers and responds to email inquiries regarding issues
Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
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