What are the responsibilities and job description for the Retirement Plan Services Associate position at Revolution Technologies?
Start date - May 18th
Pay rate - 23/h
Contract - 6 months
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 after training
Laptop provided.
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 death certificates (will rarely need to answer the phone, if at all).
Job Duties:
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
Work Schedule:
The worker can choose either 8:30am-5:30pm or 9am-6pm
Interview Information:
Interviews will be conducted over Zoom.
Skills: Must Haves
At least 2 years of 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.
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.
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. Please ensure screen this out with candidate references. The candidates submitted should not have any upcoming need for time off for the first few months of their assignment due to this being their busy season.
Education: Bachelor's Degree