Retirement Plan Services Associate (Hybrid- 3 days onsite)

Job Title: Retirement Plan Services Associate

Location: Southfield, Michigan or Memphis, Tennessee, St. Petersburg, FL (Hybrid)

Duration : Long Term

IMPORTANT- Candidates local to Southfield, Michigan or Memphis, Tennessee, St. Petersburg, FL

There is potential for full-time conversion depending on the worker's attendance, performance, and available headcount.

8 Weeks of Training on-site and hybrid schedule of 3 days in office 2 days WFH

Job Summary: This person will be responsible for supporting the Retirement Plan Services department with Client. The majority of their role will involve processing forms and performing basic transactions, such as handling roll overs, internal transfers, and some phone work will be required based on potential.

Job Duties:

Answers and responds to email inquiries regarding issues

Processes forms and performs basic transactions, such as handling roll overs and internal transfers

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

Work Schedule:

8:30 AM- 5:00 PM local time

Skills:

Must Haves

At least 2 years of RECENT experience within the financial services, ideally the retirement planning industry OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred. If they are a recent graduate, they must be able to quickly learn the basics within the retirement planning industry.

Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred

Experience working in a call center environment preferred

Strong data entry skills with a high attention to detail. **Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role.

Clear and professional written and verbal communication skills; ability to use proper grammar and spelling at all times

Professional demeanor

Ability to navigate through several different systems at once, using a dual monitors

Proficient with Microsoft Office Suite- Excel, Outlook, Word

Quick learner / ability to learn and apply different processes simultaneously

Proven reliability - zero to minimal issues with attendance or tardiness with current or previous employers.