What are the responsibilities and job description for the Retirement Plan Services Associate position at Noblesoft Solutions?
Job Summary: 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 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