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Accountabilities:
- Support daily retirement plan operations by monitoring workflows, prioritizing tasks, and escalating issues.
- Provide account support to clients and internal partners with benefit payment processing, participant inquiries, and data reconciliation.
- Research and resolve routine or moderately complex issues while documenting actions and escalating appropriately.
Requirements:
- 2+ years of experience in client service, financial services, or retirement plan operations.
- Strong written and verbal communication skills with the ability to explain processes clearly.
- Excellent organizational skills and attention to detail when handling financial information.
Benefits:
- Competitive hourly compensation ranging from $20.34 to $40.96 per hour.
- Paid time off program for vacation, personal needs, and short-term illness.
- Pension eligibility and comprehensive benefits supporting physical, financial, and social well-being.
Partner Company
They provide retirement plan administration services at the intersection of financial services and technology. The culture emphasizes collaboration, inclusion, and professional growth.