Retirement Services Specialist
Job Posting for Retirement Services Specialist at First Financial Group of America
Job Description
Job Title: Retirement Services Specialist
Reports to: Retirement Services Team Lead
Location: Corporate Office (Houston, TX)
Position Description:
Will assist with full service, third-party administration for non-ERISA, employee benefits including
IRS Section 457 deferred compensation plans, 403(b) tax-deferred annuity plans and Section 3121.
Work the K- 12 Market in 7 states. Through telephone and email communications work to ensure
plan compliance for plan participants, employer groups and carrier vendor partners.
Qualifications
- No Experience Needed.
- Strong customer service skills and a proven track record of handling sensitive client
- Must have proven oral and written communication skills through work.
- Must have intermediate knowledge and work experience using Excel, Word & Outlook.
- High school diploma required or equivalency required (GED).
Preferred Qualifications
- 2-3 years work experience in retirement plan benefit administration
- Knowledge of general retirement plan terminology highly preferred
- Knowledge of the K-12 market benefits highly preferred
Knowledge, Skills and Abilities
- Intermediate proficiency with Microsoft Office Suite, including Excel
- Time management and organization skills
- Computer proficiency
- Communication skills and general business acumen
- Strong sense of urgency
- Superior phone skills working with plan participants
- Strong interpersonal skills; diplomatic and tactful
Must be able to obtain and maintain security clearances and successfully complete a
thorough background check.
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