What are the responsibilities and job description for the Retirement Plan Service Associate position at SGS Technologie?
SGS Technologie is hiring a Retirement Plan Services Associate for our direct client in Memphis, TN, Southfield, MI, or St. Petersburg, FL.
Position: Retirement Plan Services Associate
Employment Type: Contract (W2)
Work Schedule: Hybrid
Locations: Memphis, TN | Southfield, MI | St. Petersburg, FL
Candidates must be local to or within commuting distance of one of the above locations.
Recent graduates with a Bachelor's degree in Finance or a related field are highly encouraged to apply.
Note: U.S. Citizens and Green Card holders only.
Job Overview
This role offers the potential for full-time conversion based on attendance, performance, and business needs.
- 8 weeks of onsite training
- Hybrid schedule after training (3 days onsite, 2 days remote)
- Company laptop provided
The Retirement Plan Services Associate will support the Retirement Plan Services team by processing retirement-related transactions and forms. The role primarily involves back-office operations with minimal phone interaction.
Key Responsibilities
- Process retirement plan transactions, including rollovers, internal transfers, and death certificate requests
- Respond to email inquiries regarding retirement account issues
- Review and interpret retirement plan rules and IRS regulations
- Audit account activity to ensure regulatory compliance
- Research and resolve client issues with internal departments
- Review client correction requests and provide guidance to branch personnel
- Maintain knowledge of retirement plan regulations through ongoing training
- Monitor daily productivity and ensure accurate transaction processing
Work Schedule
- 8:30 AM – 5:30 PM local time
Required Qualifications
- Minimum of 2 years of recent experience in financial services, preferably in retirement planning, OR
- A recent Bachelor's degree in Finance or a related field with some professional work experience and the ability to quickly learn retirement plan fundamentals
- Experience with CRM software preferred
- Call center experience is a plus
- Strong alphanumeric data entry skills with high accuracy
- Excellent written and verbal communication skills
- Professional demeanor and strong attention to detail
- Ability to multitask across multiple systems using dual monitors
- Proficiency in Microsoft Excel, Outlook, and Word
- Quick learner with the ability to adapt to changing processes
- Strong attendance record with minimal absenteeism or tardiness
- High School Diploma or GED required; Bachelor's degree preferred
Important: Candidates must complete an alphanumeric data entry assessment with a minimum score of 5,500 KPH and 85% accuracy. Please include the assessment results at the top of the resume before submission.
If you're interested, please apply with your most recent resume.
Regards,
Fathima Nuzha
Senior Technical Recruiter | SGS Technologie
Phone: (904) 644-3721
Email: fathima@sgstechnologies.net