Retirement Plan Services Associate

Contract to hire (conversion to permanent is contingent on attendance and performance)Job Title: Retirement Plan Services AssociatePay: $22.50 per hour, full-time hours, health benefitsFully on siteMust pass the an alpha-numeric data entry assessment8 Weeks of Training Job Summary: This person will be responsible for supporting the Retirement Plan Services department with the client. 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 issuesProcesses forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificatesAccurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements Interprets rules and regulations by applying retirement plan knowledgeConducts audits of account activity to ensure transactions meet regulatory complianceReviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolutionMaintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous trainingCommunicates, researches and resolves issues with other internal departmentsReviews daily reports of individual productivity to evaluate personal performanceWork Schedule:Choice between: 8:30am-5:30pm or 9am-6pmInterview Information:Interviews will likely be conducted over ZoomMust Haves:At least 2 years of RECENT 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 is preferred. If a recent graduate, must be able to quickly learn the basics within the retirement planning industryExperience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferredExperience working in a call center environment preferredStrong data entry skills with a high attention to detail.Must pass the an alpha-numeric data entry assessment. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role.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: Minimum of a High School DiplomaGED completed, Bachelor's Degree is highly preferred Skills and Experience:Required Skills: ALPHA-NUMERICALPHA-NUMERIC DATA ENTRYAUDITSDATA ENTRYFINANCEAdditional Skills:FINANCIAL SERVICESMICROSOFT OFFICENUMERIC DATA ENTRYREGULATORY COMPLIANCETRAININGAUDITEXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLSLanguages:EnglishReadWriteSpeakMinimum Degree Required: Completed High School (Diploma or GED)Patents: NoPublications: NoVeteran Status: No# of Positions: 1Location:Southfield, MI

Created: 2025-02-21