Retirement Plan Services Representative II

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Retirement Plan Services Representative II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range

$24.56 - $35.62

Scheduled Weekly Hours

40

What You’ll Be Doing

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.
  
  

Additional Job Functions

• 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.
  
  

Qualifications

• High School Diploma or GED required
• 1-3 years of prior related experience required
  
  

Knowledge, Skills, And Abilities

• 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.
  
  

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.