Financial Services Professional

Pay rate - 22.50/h

• There is potential for full-time conversion depending on the attendance, performance, and available headcount.
• 8 Weeks of Training on-site and hybrid schedule of 3 days WFH and 2 days on-site after training

Job Summary: You will be responsible for supporting the Retirement Plan Services department. The majority of your 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 issues
• Processes forms and performs basic transactions, such as handling roll overs, internal transfers, and death certificates
• Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements
• Interprets rules and regulations by applying retirement plan knowledge
• Conducts audits of account activity to ensure transactions meet regulatory compliance
• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution
• Maintains knowledge of retirement plan rules and regulations by utilizing internal and external resources, as well as continuous training
• Communicates, researches and resolves issues with other internal departments
• Reviews daily reports of individual productivity to evaluate personal performance

Work Schedule:

You can choose either 8:30am-5:30pm or 9am-6pm

Interview Information:

Interviews will likely be conducted over Zoom.

Must 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.
• Experience using a CRM- Customer Relationship Management software (this is used to review info prior to processing transactions) is preferred
• Experience working in a call center environment preferred
• Strong data entry skills with a high attention to detail.
• 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