What are the responsibilities and job description for the Retirement Services Specialist position at Bay Bridge Administrators, LLC?
Retirement Services Specialist
Job Summary:
We are looking for a 403(b)/457(b) Retirement Services Specialist to create long-term, trusting relationships with our customers. Responsibilities include taking on a variety of financial and non-financial tasks for their assigned accounts. You will handle the processing of incoming contributions along with the processing of all transactional requests for your accounts.
Please note that this is not a remote position and the right candidate will need to report to our office in Austin, Texas.
Our company has a business casual environment and focuses on collaboration and teamwork. We offer competitive wages, affordable insurance benefits (including health, dental, vision and life), employer-matching to an IRA plan, PTO and holidays.
Responsibilities:
- Operating as the lead point of contact for any and all matters specific to your accounts
- Building and maintaining strong, long-lasting customer relationships
- Communicate with customers to answer questions by phone and email
- Responsible for keeping current clients satisfied and delivering exceptional client service on a day-to-day basis
- Assume the responsibility of receiving and sorting incoming contributions with attention to detail within a 2 day turnaround time
- Issue invoices and distribute them electronically or by mail
- Process transactional requests for your specific accounts
Requirements:
- Proven ability to manage multiple projects at a time while paying strict attention to detail
- Strong verbal and written communication skills
- Comfortable dealing with numbers and the processing of financial information
- Excellent knowledge of MS Office (particularly Excel)
- Proficiency in English
- Results-driven and patient
- Keen attention to detail and adherence to deadlines
Job Type: Full-time
Pay: From $19.00 per hour
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Physical Setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Austin, TX 78746: Reliably commute or planning to relocate before starting work (Required)
Work Location: One location