Specialist II

Job Summary my529 • Salt Lake, UT

6d • Onsite

About The Position

my529 administers the State of Utah’s 529 education savings plan. With approximately $20 billion in assets under management, my529 consistently ranks as one of the top 529 plans in the United States. As a quasi-governmental agency, we mix the stability of government with a goal-driven business environment. Sound financial management and expanded marketing have created substantial growth over the last several years. Our team of over 70 employees has a clear vision of growth and the teamwork needed to support it. You can learn more about us at www.my529.org .

Requirements

• High school diploma (or equivalency)
• 1 year of directly related work experience
• Proficient with computers (intermediate skills, including typing and data entry)
• Proficient with Microsoft Word and Excel.
• Keen eye for detail and accuracy.
• Excellent communication skills.
• Ability to complete all customer service needs in a timely manner.

Responsibilities

• Receive inbound calls and answer questions about 529 plans.
• Work with numbers to provide accurate financial information to my529 account holders.
• Update account information and write letters to account owners.
• Data entry and typing.
• Provide exceptional customer service to my529 account holders.
• Ability to complete all other tasks or projects assigned.

Benefits

• Health, Dental, Vision and Prescription Plans start on your first day of employment
• Flexible Spending Accounts
• Excellent retirement plans (At no cost to you, we invest 14.2% of your annual salary into a retirement plan!)
• Tuition reduction (50%) at the University of Utah after 6 months
• Tuition reimbursement after 90 days for business related courses (approved by HR)
• Free Trax and Frontrunner passes
• Free covered parking pass
• Generous paid time off and sick leave
• 10 paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED