Retirement Plan Services Representative

SchoolsFirst Federal Credit Union•Santa Ana, CA

2d•$25 - $36•Onsite

About The Position

Responsible for assisting Members/Participants with all retirement products including Individual Retirement Accounts, Deferred Compensation Plans (457), State Teachers Retirement System and 403b plans. Explains and recommends to Members/Participants the coordination and benefits of retirement products specific to school employees. Coordinates day-to-day administration for assigned retirement plans, including Individual Retirement Accounts, Deferred Compensation Plans (457), State Teachers Retirement System, and 403(b) plans. Responds to telephone and written inquiries to provided information to Members/Participants. Answer questions and convey information regarding the provisions of the plans. Handles routine inquiries by branches/departments and Members/Participants. Processes standard transactions such as retirement account transfers, rollovers, trustee-to-trustee transfers, and distributions. Authorize 403(b)/457(b) salary reduction agreements, loans, distributions and exchanges. Responds to inquiries and requests from school district offices, understands laws, IRS Rules and Regulations governing retirement plans. Performs other duties as assigned. Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.

Requirements

High School Diploma or GED required
1-3 years of prior related experience required
Basic analytical and problem-solving skills, with the ability to identify and escalate routine issues related to data, contributions, or transactions.
Clear and professional communication skills, with the ability to explain straightforward plan rules and procedures accurately across phone, email, and written correspondence.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and willingness to learn additional systems; comfortable navigating standard office applications.
Strong organizational skills, with the ability to manage assigned tasks, meet deadlines, and follow through under supervision.
Ability to demonstrate professionalism and courtesy when interacting with Members and internal teams.
Adaptable and eager to learn, capable of working collaboratively and seeking guidance when needed.
Member-focused mindset, committed to providing helpful and timely support to Members and Participants.
Working knowledge of IRS and tax-exempt governmental plan regulations and their application to plan administration.

Responsibilities

Assist Members/Participants with all retirement products including Individual Retirement Accounts, Deferred Compensation Plans (457), State Teachers Retirement System and 403b plans.
Explain and recommend to Members/Participants the coordination and benefits of retirement products specific to school employees.
Coordinate day-to-day administration for assigned retirement plans, including Individual Retirement Accounts, Deferred Compensation Plans (457), State Teachers Retirement System, and 403(b) plans.
Respond to telephone and written inquiries to provide information to Members/Participants.
Answer questions and convey information regarding the provisions of the plans.
Handle routine inquiries by branches/departments and Members/Participants.
Process standard transactions such as retirement account transfers, rollovers, trustee-to-trustee transfers, and distributions.
Authorize 403(b)/457(b) salary reduction agreements, loans, distributions and exchanges.
Respond to inquiries and requests from school district offices, understand laws, IRS Rules and Regulations governing retirement plans.
Perform other duties as assigned.
Comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.